Filed April 6, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $698,788 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 21 · EIN 52-2206685 | Bank Trustee | $406,000 |
MERCER10+ years Service code 14 · EIN 13-2834414 | Plan Administrator | $298,945 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $258,871 |
Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $199,592 |
BLACKROCK8 years Service code 21 · EIN 94-3112180 | Bank Trustee | $177,543 |
Filed as: INCOME RESEARCH & MANAGEMENT COLLEC Service code 28 · EIN 46-1964829 | Investment Management | $107,555 |
FISHER & PHILLIPS5 years Service code 28 · EIN 58-0619559 | Investment Management | $63,589 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $62,160 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $25,687 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.10% | 7.96%-6.9pp | 5.04%-3.9pp | 8.76%-7.7pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |