Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK8+ years Service code 25 · EIN 41-6271370 | Directed Trustee | $86,847 |
GOLDMAN SACHS8+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $82,781 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR CONSULTING LLC Service code 16 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Consulting | $58,654 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LGIMA Service code 22 71 S WACKER DR #800 · CHICAGO, IL 60606 | Insurance Broker | $56,478 |
Filed as: CONDUENT BUSINESS SERVICES, LLC Service code 15 · EIN 32-0293031 | Recordkeeping | $32,339 |
INVESTEC ASSET MANAGEMENT3 years Filed as: NINETY ONE NORTH AMERICA, INC Service code 28 65 E 55TH ST FL 30 · NEW YORK, NY 100223358 | Investment Management | $30,117 |
STATE STREET GLOBAL ADVISORS4 years Filed as: SSGA 20+ US STRIPS NON-LEND FD Service code 28 · EIN 90-0337987 | Investment Management | $13,392 |
GOLDMAN SACHS6 years Filed as: GOLDMAN SACHS GROUP UK LTD Service code 28 | Investment Management | $12,724 |
STATE STREET GLOBAL ADVISORS3 years Filed as: SSGA MSCI WORLD INDX NL QP Service code 28 · EIN 81-4017137 | Investment Management | $5,609 |
Filed as: STATE STREET FACTOR BASED NL CTF. Service code 27 · EIN 81-6931794 | Advisory (Plan) | $5,370 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $337,745-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 44.1%-44.1pp | 2.2%-2.2pp |
| Annual return | -1.95% | 9.11%-11.1pp | 9.57%-11.5pp | 9.11%-11.1pp |
| Employer contribution / active EE | $8,532 | $12,231-30.2% | $39,814-78.6% | $12,231-30.2% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $46-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $352,588-100.0% | $125-100.0% |