| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION2+ years Service code 10 · EIN 16-0468020 | Accounting | $124,533 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $99,170 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 04-6028663 | Recordkeeping | $54,712 |
IVINS, PHILLIPS & BARKER1 year Filed as: IVINS PHILLIPS AND BARKER Service code 29 · EIN 52-1229560 | Legal | $23,517 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $7,696 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 8.40% | 17.94%-9.5pp | 5.44%+3.0pp | 7.18%+1.2pp |
| Employer contribution / active EE | $40,884 | $12,263+233.4% | $25,481+60.5% | $13,095+212.2% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |