| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $209,769 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $131,890 |
AON CONSULTING2 years Service code 10 · EIN 22-2232264 | Accounting | $95,227 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 04-6028663 | Recordkeeping | $41,518 |
XEROX CORPORATION5+ years Service code 10 · EIN 16-0460820 | Accounting | $37,209 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $21,039 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $17,404 |
CRISTO LAW GROUP LLC1 year Service code 29 · EIN 83-0871971 | Legal | $5,100 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 23.30% | 221.56%-198.3pp | 29.77%-6.5pp | 53.27%-30.0pp |
| Employer contribution / active EE | $0 | $12,096-100.0% | $33,607-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |