| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC5+ years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $1,517,836 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 15 · EIN 04-6028663 | Recordkeeping | $564,440 |
AON CONSULTING5+ years Filed as: AON CONSULTING INC. Service code 10 · EIN 22-2232264 | Accounting | $388,320 |
XEROX CORPORATION5+ years Service code 13 · EIN 16-0468020 | Contract Administrator | $360,909 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PWC LLP Service code 10 · EIN 13-4008324 | Accounting | $330,792 |
ROCATON INVESTMENT ADVISORS, LLC5+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $329,404 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $79,941 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 86-1065772 | Accounting | $52,175 |
COVINGTON & BURLING LLP3 years Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $46,838 |
TEMPO HOLDING COMPANY, LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $6,637 |
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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | -3.22% | 10.30%-13.5pp | 7.69%-10.9pp | 9.11%-12.3pp |
| Employer contribution / active EE | $11,798 | $9,006+31.0% | $28,501-58.6% | $12,231-3.5% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |