Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | 12.3%-12.3pp | 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% |