| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION2+ years Service code 10 · EIN 16-0468020 | Accounting | $1,638,949 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 15 · EIN 04-6028663 | Recordkeeping | $718,802 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $460,352 |
LITTLER MENDELSON, P.C.2+ years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $401,973 |
IVINS, PHILLIPS & BARKER2+ years Filed as: IVINS PHILLIPS AND BARKER Service code 29 · EIN 52-1229560 | Legal | $233,819 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $100,504 |
NEPC, LLC2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $65,021 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON AND BURLING Service code 29 · EIN 53-0188411 | Legal | $63,838 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 17 · EIN 13-2646110 | Pension Consulting | $46,471 |
MERCER2+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $35,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $151,941-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.6%-10.6pp | 5.5%-5.5pp |
| Annual return | 8.24% | 5.86%+2.4pp | 5.44%+2.8pp | 5.86%+2.4pp |
| Employer contribution / active EE | $64,854 | $10,137+539.8% | $25,481+154.5% | $10,137+539.8% |
| Participant deferral / active EE | $0 | $492-100.0% | $65-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $11,765-100.0% | $387-100.0% |