Filed September 28, 1999 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Copying and duplicating; Direct payme... | $4,867,046 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO & COMPANY Service code 13 · EIN 94-1347393 | Contract Administrator | $655,447 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $331,508 |
Service code 13 · EIN 23-2259884 | Contract Administrator | $301,333 |
DATABANK IMX LLC3+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $196,067 |
MITCHELL & TITUS, LLP3+ years Service code 10 · EIN 13-2781641 | Accounting | $47,380 |
DUANE MORRIS LLP3+ years Service code 29 · EIN 23-1392502 | Legal | $34,943 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $261,924-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | 43.43% | -1.95%+45.4pp | -2.99%+46.4pp | -1.95%+45.4pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $41,623-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $35-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $38,841-100.0% | $62,356-100.0% |