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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONDUENT Service code 11 · EIN 13-3954297 | Actuarial | $107,104 |
FIAM LLC2+ years Filed as: FIAM Service code 28 · EIN 20-4659714 | Investment Management | $105,822 |
FID INV INST OPS CO2+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $90,641 |
SCNEIDERDOWNS2+ years Service code 10 · EIN 25-1408703 | Accounting | $17,018 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $385,501-100.0% | $350,496-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.6%-44.6pp | 31.4%-31.4pp | 45.9%-45.9pp |
| Annual return | 14.80% | 13.23%+1.6pp | 12.88%+1.9pp | 10.21%+4.6pp |
| Employer contribution / active EE | $62,797 | $45,589+37.7% | $40,010+57.0% | $42,272+48.6% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |