| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7 years Service code 10 · EIN 22-2232264 | Accounting | $165,646 |
CONDUENT HR CONSULTING, LLC8 years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $75,762 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 04-6028663 | Recordkeeping | $23,498 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $19,461 |
XEROX CORPORATION10+ years Service code 13 · EIN 16-0460820 | Contract Administrator | $17,514 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $15,645 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PWC LLP Service code 10 · EIN 13-4008324 | Accounting | $15,503 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 10.41% | 9.45%+1.0pp | 5.04%+5.4pp | 7.65%+2.8pp |
| Employer contribution / active EE | $16,694 | $14,895+12.1% | $26,454-36.9% | $20,582-18.9% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |