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| Provider | Service type | Compensation |
|---|---|---|
FIAM LLC3+ years Filed as: FIAM Service code 28 · EIN 20-4659714 | Investment Management | $67,673 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT Service code 11 · EIN 13-3954297 | Actuarial | $42,445 |
FID INV INST OPS CO3+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $25,000 |
SCNEIDERDOWNS3+ years Service code 10 · EIN 25-1408703 | Accounting | $16,106 |
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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 | $352,342-100.0% | $336,864-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 27.8%-27.8pp | 46.4%-46.4pp |
| Annual return | -7.25% | -3.41%-3.8pp | -3.29%-4.0pp | -82.67%+75.4pp |
| Employer contribution / active EE | $30,172 | $41,836-27.9% | $36,762-17.9% | $43,771-31.1% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |