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, LLC4 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Direct payment from the plan; Recordk... | $8,750,970 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO & COMPANY Service code 13 · EIN 94-1347393 | Contract Administrator | $839,784 |
VERIZON COMMUNICATIONS INC.3 years Service code 13 · EIN 23-2259884 | Contract Administrator | $453,677 |
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $434,075 |
DATABANK IMX LLC5+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $332,823 |
MITCHELL & TITUS, LLP5+ years Service code 10 · EIN 13-2781641 | Accounting | $25,750 |
DUANE MORRIS LLP5+ years Service code 29 · EIN 23-1392502 | Legal | $9,634 |
AYCO1 year Filed as: THE AYCO COMPANY L.P. Service code 17 · EIN 33-1187432 | Pension Consulting | $7,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 15.29% | 13.80%+1.5pp | 10.03%+5.3pp | 13.80%+1.5pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $38,789-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $74-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |