Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICS, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $515,760 |
Service code 25 · EIN 13-5160382 | Directed Trustee | $222,049 |
Filed as: RBC Service code 27 · EIN 20-0563684 | Advisory (Plan) | $105,000 |
HEXT & ASSOCIATES, P.C.1 year Service code 10 · EIN 75-2053526 | Accounting | $54,963 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $50,290 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,699 | $106,994-54.5% | $135,998-64.2% | $96,393-49.5% |
| Participation rate | 41.8% | 72.5%-30.8pp | 81.9%-40.2pp | 71.3%-29.5pp |
| Annual return | 9.10% | 26.64%-17.5pp | 68.37%-59.3pp | 22.88%-13.8pp |
| Employer contribution / active EE | $237 | $3,391-93.0% | $4,860-95.1% | $3,239-92.7% |
| Participant deferral / active EE | $2,026 | $7,968-74.6% | $7,761-73.9% | $5,455-62.9% |
| Admin fee / account holder | $49 | $79-37.4% | $10,769-99.5% | $74-33.0% |