Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK7+ years Service code 25 · EIN 41-6271370 | Directed Trustee | $100,744 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR CONSULTING LLC Service code 16 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Consulting | $85,691 |
Filed as: LGIMA Service code 22 71 S WACKER DR #800 · CHICAGO, IL 60606 | Insurance Broker | $64,477 |
INVESTEC ASSET MANAGEMENT2 years Filed as: NINETY ONE NORTH AMERICA, INC Service code 28 65 E 55TH ST FL 30 · NEW YORK, NY 100223358 | Investment Management | $29,041 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS GROUP UK LTD Service code 28 | Investment Management | $17,290 |
GOLDMAN SACHS7+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $14,105 |
STATE STREET GLOBAL ADVISORS3 years Filed as: SSGA 20+ US STRIPS NON-LEND FD Service code 28 · EIN 90-0337987 | Investment Management | $11,773 |
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA MSCI WORLD INDX NL QP Service code 28 · EIN 81-4017137 | Investment Management | $7,141 |
Filed as: STATE STREET FTSE DEVELOPED COMPREH Service code 51 46 42 DISCOVERY · IRVINE, CA 92618 | Investment Mgmt Fees | $5,947 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY NA Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $3,606 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $104,068-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 52.6%-52.6pp | 1.5%-1.5pp |
| Annual return | -4.78% | 23.41%-28.2pp | -10.12%+5.3pp | 23.41%-28.2pp |
| Employer contribution / active EE | $9,494 | $12,650-24.9% | $47,166-79.9% | $12,650-24.9% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $492-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,025-100.0% | $14,884-100.0% |