Filed April 6, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $1,607,833 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $655,428 |
Filed as: NY LIFE INVESTMENT MANAGEMENT LLC Service code 21 · EIN 52-2206685 | Bank Trustee | $479,468 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $328,214 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $288,194 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $258,256 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INV. MANAGEMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $253,836 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL Service code 28 · EIN 35-7085469 | Investment Management | $212,409 |
INVESCO3 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $187,966 |
LT TRUST COMPANY2 years Filed as: JH TRUST CO., LLC Service code 27 · EIN 45-2395022 | Advisory (Plan) | $180,388 |
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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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 14.49% | 24.77%-10.3pp | -2.84%+17.3pp | 12.86%+1.6pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |