Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS9+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $130,103 |
US BANK9+ years Service code 25 · EIN 41-6271370 | Directed Trustee | $86,800 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT HR CONSULTING LLC Service code 16 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Consulting | $79,256 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LGIMA Service code 28 71 S WACKER DR #800 · CHICAGO, IL 60606 | Investment Management | $66,967 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT INTL Service code 28 | Investment Management | $19,451 |
Filed as: INVESTEC ASSET MGMT. NORTH AMERICA Service code 51 10 EAST 53RD STREET, 22ND FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $13,045 |
INVESTEC ASSET MANAGEMENT4 years Filed as: NINETY ONE NORTH AMERICA, INC Service code 28 65 E 55TH ST FL 30 · NEW YORK, NY 100223358 | Investment Management | $11,192 |
Filed as: STATE STREET GLOBAL ADVISORS TR CO. Service code 27 · EIN 81-4017137 | Advisory (Plan) | $10,763 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT BUSINESS SERVICES, LLC Service code 15 · EIN 32-0293031 | Recordkeeping | $9,561 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS TRUST COMPANY Service code 28 1 BEACON STREET · BOSTON, MA 02108 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 4.02% | 9.30%-5.3pp | 7.19%-3.2pp | 9.30%-5.3pp |
| Employer contribution / active EE | $8,868 | $12,551-29.3% | $35,958-75.3% | $12,551-29.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $162-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |