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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 04-2452803 | Securities Custodian | $812,179 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $168,289 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS Service code 15 · EIN 20-2185976 | Recordkeeping | $60,585 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $54,873 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $44,382 |
MEADEN & MOORE, LTD.1+ years Service code 10 · EIN 34-1818258 | Accounting | $11,000 |
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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 | $82,591-100.0% | $466,275-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 17.6%-17.6pp | 0.8%-0.8pp |
| Annual return | -1.20% | -0.60%-0.6pp | -2.52%+1.3pp | -0.60%-0.6pp |
| Employer contribution / active EE | $7,856 | $12,272-36.0% | $109,954-92.9% | $12,272-36.0% |
| Participant deferral / active EE | $0 | $416-100.0% | $846-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,408-100.0% | $717-100.0% |