| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC2+ years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $2,975,653 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $656,100 |
AON CONSULTING2+ years Filed as: AON CONSULTING INC. Service code 10 · EIN 22-2232264 | Accounting | $505,479 |
XEROX CORPORATION2+ years Service code 13 · EIN 16-0468020 | Contract Administrator | $478,823 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 15 · EIN 04-6028663 | Recordkeeping | $462,941 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $222,678 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $45,388 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE Service code 10 · EIN 86-1065772 | Accounting | $43,183 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $18,965 |
Filed as: TEMPO HOLDING, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $5,090 |
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 21.21% | 24.77%-3.6pp | -2.84%+24.0pp | 12.86%+8.3pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |