Filed May 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX Service code 13 · EIN 16-0468020 | Contract Administrator | $479,297 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $322,327 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $132,123 |
IVINS, PHILLIPS & BARKER1+ years Filed as: IVINS PHILLIPS & BARKER Service code 29 · EIN 52-1229560 | Legal | $44,133 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 420 MONTGOMERY ST · SAN FRANCISCO, CA 94104 | Investment Management | $36,768 |
SCHNEIDER DOWNS & CO., INC.1+ years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 13-5160382 | Accounting | $8,648 |
FAYEZ SAROFIM & CO1+ years Filed as: FAYEZ SAROFIM Service code 28 · EIN 74-1312679 | Investment Management | $8,358 |
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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 | $19,623-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 751.80% | 3.11%+748.7pp | -0.97%+752.8pp | 3.11%+748.7pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $22,441-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $183-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $2,730-100.0% | - |