Filed April 6, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $1,177,019 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $602,503 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $476,663 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 21 · EIN 52-2206685 | Bank Trustee | $463,971 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $261,209 |
BLACKROCK7 years Service code 21 · EIN 94-3112180 | Bank Trustee | $91,926 |
FISHER & PHILLIPS4 years Service code 28 · EIN 58-0619559 | Investment Management | $84,367 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $62,034 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH & MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $58,263 |
WELLINGTON TRUST COMPANY7 years Service code 28 · EIN 04-2755549 | Investment Management | $54,270 |
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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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 6.76% | 10.30%-3.5pp | 7.69%-0.9pp | 9.11%-2.3pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |