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, LLC5 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Direct payment from the plan; Other s... | $8,969,334 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO & COMPANY Service code 13 · EIN 94-1347393 | Contract Administrator | $744,554 |
AON CONSULTING4 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $508,126 |
VERIZON COMMUNICATIONS INC.4 years Service code 14 · EIN 23-2259884 | Plan Administrator | $418,368 |
DATABANK IMX LLC6+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $306,014 |
MITCHELL & TITUS, LLP6+ years Service code 10 · EIN 13-2781641 | Accounting | $39,913 |
Service code 49 · EIN 82-2042737 | Other Services | $19,454 |
AYCO2 years Filed as: THE AYCO COMPANY L.P. Service code 17 · EIN 33-1187432 | Pension Consulting | $12,203 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $397,815-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.0%0pp |
| Annual return | 9.40% | 13.51%-4.1pp | 9.74%-0.3pp | 13.51%-4.1pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $39,474-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $135-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $10,161-100.0% | - |