Filed March 7, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $128,083 |
FINANCIAL ENGINES3+ years Filed as: FINANCIAL ENGINES, INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $82,159 |
Filed as: NEW YORK LIFE INSURANCE Service code 23 · EIN 13-5582869 | Direct payment from the plan; Insuran... | $52,013 |
Service code 13 · EIN 26-3082312 | Contract Administrator | $25,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,707 | $100,921-72.5% | $82,312-66.3% | $177,276-84.4% |
| Participation rate | 66.3% | 86.9%-20.6pp | 76.9%-10.6pp | 74.8%-8.5pp |
| Annual return | 15.08% | 20.33%-5.3pp | 25.88%-10.8pp | 21.25%-6.2pp |
| Employer contribution / active EE | $593 | $3,145-81.2% | $2,428-75.6% | $2,479-76.1% |
| Participant deferral / active EE | $1,257 | $5,192-75.8% | $3,706-66.1% | $3,881-67.6% |
| Admin fee / account holder | $19 | $64-70.8% | $5,608-99.7% | $154-87.8% |