Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONDUENT Service code 35 · EIN 32-0293031 | Employee (plan sponsor) | $2,586,999 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159630 | Actuarial | $551,160 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $30,714 |
FRAZIER & DEETER, LLC4+ years Service code 10 · EIN 58-1433845 | Accounting | $25,950 |
EVERCORE TRUST COMPANY3 years Filed as: EVERCORE Service code 51 · EIN 26-4691954 | Investment Mgmt Fees | $21,022 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $894,319,009-100.0% | $94,563-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 2.42% | 24.48%-22.1pp | 16.32%-13.9pp | 24.48%-22.1pp |
| Employer contribution / active EE | $13,874 | $9,418+47.3% | $31,806-56.4% | $9,418+47.3% |
| Participant deferral / active EE | $0 | $501-100.0% | $211-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $0 | $2,968,729-100.0% |