| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC4+ years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $1,720,682 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 15 · EIN 04-6028663 | Recordkeeping | $1,250,313 |
Filed as: PWC LLP Service code 10 · EIN 13-4008324 | Accounting | $658,346 |
AON CONSULTING4+ years Filed as: AON CONSULTING INC. Service code 10 · EIN 22-2232264 | Accounting | $494,892 |
XEROX CORPORATION4+ years Service code 13 · EIN 16-0468020 | Contract Administrator | $350,922 |
ROCATON INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $235,923 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $72,388 |
COVINGTON & BURLING LLP2 years Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $70,846 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE Service code 10 · EIN 86-1065772 | Accounting | $49,803 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $19,065 |
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -27.14% | 87.23%-114.4pp | -5.12%-22.0pp | 23.41%-50.6pp |
| Employer contribution / active EE | $1,154 | $12,989-91.1% | $31,020-96.3% | $12,650-90.9% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |