| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $418,666 |
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Copying and duplicating; Direct payme... | $274,245 |
RR DONNELLEY8+ years Service code 36 · EIN 36-1004130 | Copying and duplicating; Direct payme... | $226,434 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON DELAWARE Service code 16 · EIN 53-0181291 | Consulting | $184,527 |
ALAN BILLER & ASSOCIATES8+ years Service code 16 · EIN 94-2854958 | Consulting | $57,500 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE & TOUCHE, LLP Service code 16 · EIN 13-3891517 | Consulting | $55,400 |
Filed as: QDRO BENEFITS FIRM Service code 36 · EIN 84-2015520 | Copying and duplicating | $9,515 |
PENSION BENEFIT INFORMATION4 years Service code 29 · EIN 94-2856521 | Legal | $6,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | - | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -22.42% | 7.68%-30.1pp | 22.50%-44.9pp | 7.68%-30.1pp |
| Employer contribution / active EE | $8,889 | $9,142-2.8% | $33,849-73.7% | $9,142-2.8% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | - | $19,323-100.0% |