| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Investment management; Direct payment... | $1,608,980 |
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Direct payment from the plan; Copying... | $274,508 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL Service code 36 · EIN 13-3806691 | Direct payment from the plan; Copying... | $232,521 |
BLOOMBERG FINANCE LP1 year Service code 36 · EIN 06-1818168 | Direct payment from the plan; Copying... | $164,129 |
Service code 16 · EIN 53-0181291 | Consulting | $129,578 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $93,175 |
RR DONNELLEY9+ years Service code 36 · EIN 36-1004130 | Direct payment from the plan; Copying... | $76,520 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER & ASSOCIATES, INC. Service code 36 · EIN 94-2854958 | Copying and duplicating; Direct payme... | $42,500 |
Filed as: FACTSET RESEARCH SYSTEMS, INC. Service code 36 · EIN 13-3362547 | Direct payment from the plan; Copying... | $32,271 |
PENSION BENEFIT INFORMATION5 years Service code 36 · EIN 94-2856521 | Copying and duplicating; Direct payme... | $24,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $0 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 5.94% | 13.18%-7.2pp | 78.62%-72.7pp | 13.18%-7.2pp |
| Employer contribution / active EE | $2,160 | $8,469-74.5% | $31,646-93.2% | $8,469-74.5% |
| Participant deferral / active EE | $0 | $322-100.0% | $101-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |