Filed April 6, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $1,038,085 |
Filed as: NY LIFE INVESTMENT MANAGEMENT LLC Service code 21 · EIN 52-2206685 | Bank Trustee | $398,714 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $282,583 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $207,819 |
BLACKROCK6 years Service code 21 · EIN 94-3112180 | Bank Trustee | $135,462 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $111,394 |
FISHER & PHILLIPS3 years Service code 28 · EIN 58-0619559 | Investment Management | $72,397 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $64,220 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $57,707 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE ST. RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $42,611 |
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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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -19.43% | 87.23%-106.7pp | -5.12%-14.3pp | 23.41%-42.8pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |