Filed April 6, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $1,324,023 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $664,348 |
TROUTMAN SANDERS LLP2 years Service code 29 · EIN 58-0946915 | Legal | $606,467 |
SEI INVESTMENTS1 year Filed as: SEI PRIVATE TRUST CO Service code 28 · EIN 23-3060382 | Investment Management | $436,908 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $385,310 |
Filed as: NEW YORK LIFE INV MANAGEMENT LLC Service code 21 · EIN 52-2206685 | Bank Trustee | $355,976 |
INVESCO1 year Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $350,243 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $303,517 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 28 · EIN 13-3200244 | Investment Management | $264,330 |
Filed as: BARING ASSET MANAGEMENT Service code 28 · EIN 04-2429117 | Investment Management | $238,188 |
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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 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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -6.16% | 201.32%-207.5pp | 12.68%-18.8pp | 33.37%-39.5pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |