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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Service code 10 · EIN 22-2232264 | Accounting | $145,934 |
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $56,344 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $32,606 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 04-6028663 | Recordkeeping | $21,654 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PWC LLP Service code 10 · EIN 13-4008324 | Accounting | $15,208 |
XEROX CORPORATION9+ years Service code 13 · EIN 16-0460820 | Contract Administrator | $13,781 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $12,577 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | -2.24% | 9.67%-11.9pp | 7.69%-9.9pp | 22.81%-25.1pp |
| Employer contribution / active EE | $2,411 | $11,016-78.1% | $28,501-91.5% | $18,290-86.8% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |