Filed April 6, 2018 (most recent of 2 filings on file)
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, LLC4 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $1,162,145 |
Filed as: NY LIFE INVESTMENT MANAGEMENT LLC Service code 21 · EIN 52-2206685 | Bank Trustee | $451,477 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $433,317 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $315,875 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $311,376 |
FIERA CAPITAL3 years Filed as: FIERA FUND Service code 28 · EIN 90-0947943 | Investment Management | $213,543 |
BLACKROCK5 years Service code 21 · EIN 94-3112180 | Bank Trustee | $183,642 |
WELLINGTON TRUST COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $154,129 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $127,127 |
FISHER & PHILLIPS2 years Service code 28 · EIN 58-0619559 | Investment Management | $120,673 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 3.75% | 9.47%-5.7pp | 7.32%-3.6pp | 15.63%-11.9pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |