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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SERVICS, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $312,418 |
THE BANK OF NEW YORK MELLON2 years Service code 25 · EIN 13-5160382 | Directed Trustee | $211,603 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC Service code 27 · EIN 20-0563684 | Advisory (Plan) | $105,000 |
HEXT & ASSOCIATES, P.C.2 years Service code 10 · EIN 75-2053526 | Accounting | $66,363 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $36,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,007 | $128,169-59.4% | $147,117-64.6% | $106,553-51.2% |
| Participation rate | 41.5% | 67.3%-25.9pp | 82.2%-40.7pp | 69.8%-28.4pp |
| Annual return | 13.63% | 17.88%-4.2pp | 420.54%-406.9pp | 17.37%-3.7pp |
| Employer contribution / active EE | $74 | $3,374-97.8% | $4,932-98.5% | $3,359-97.8% |
| Participant deferral / active EE | $2,066 | $7,665-73.1% | $8,065-74.4% | $5,562-62.9% |
| Admin fee / account holder | $29 | $88-66.9% | $12,993-99.8% | $80-63.5% |