| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC3+ years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $1,485,923 |
ROCATON INVESTMENT ADVISORS, LLC3+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $379,740 |
XEROX CORPORATION3+ years Service code 13 · EIN 16-0468020 | Contract Administrator | $373,551 |
AON CONSULTING3+ years Filed as: AON CONSULTING INC. Service code 10 · EIN 22-2232264 | Accounting | $317,969 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 15 · EIN 04-6028663 | Recordkeeping | $205,255 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $141,423 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE AND TOUCHE Service code 10 · EIN 86-1065772 | Accounting | $45,568 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $43,933 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $18,950 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 4.08% | 9.47%-5.4pp | 7.32%-3.2pp | 15.63%-11.6pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |