| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $162,003 |
AON CONSULTING3 years Service code 10 · EIN 22-2232264 | Accounting | $145,501 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $46,453 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $35,900 |
XEROX CORPORATION6+ years Service code 13 · EIN 16-0460820 | Contract Administrator | $26,672 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 04-6028663 | Recordkeeping | $25,855 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $12,202 |
CRISTO LAW GROUP LLC2 years Service code 29 · EIN 83-0871971 | Legal | $5,422 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 20.60% | 13.15%+7.5pp | -2.84%+23.4pp | 11.45%+9.1pp |
| Employer contribution / active EE | $25,189 | $23,714+6.2% | $33,329-24.4% | $17,219+46.3% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |