Filed June 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Filed as: BUCK CONSULTANTS AT XEROX Service code 16 · EIN 16-0468020 | Consulting | $91,004 |
SEI INVESTMENTS1+ years Filed as: JOHN W. BRISTOL & CO., INC. Service code 28 · EIN 13-2944656 | Investment Management | $88,599 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 · EIN 04-2530412 | Actuarial | $63,050 |
KALMAR INVESTMENTS1+ years Filed as: KALMAR Service code 28 · EIN 51-0261641 | Investment Management | $42,474 |
THE BANK OF NEW YORK MELLON1+ years Filed as: THE BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $35,101 |
HAMLIN CAPITAL MANAGEMENT, LLC1+ years Filed as: HAMLIN CAPITAL MANAGEMENT Service code 28 · EIN 52-2344187 | Investment Management | $5,059 |
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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -3.20% | -0.74%-2.5pp | -1.08%-2.1pp | -0.60%-2.6pp |
| Employer contribution / active EE | $2,484 | $12,555-80.2% | $35,779-93.1% | $12,272-79.8% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |