Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT Service code 35 · EIN 32-0293031 | Employee (plan sponsor) | $1,740,519 |
GOLDMAN SACHS1 year Service code 16 · EIN 13-3575636 | Consulting | $155,824 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT Service code 51 · EIN 27-4411131 | Investment Mgmt Fees | $152,026 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159630 | Actuarial | $86,913 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $24,177 |
FRAZIER & DEETER, LLC5+ years Service code 10 · EIN 58-1433845 | Accounting | $23,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 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 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | -6.03% | 13.80%-19.8pp | 10.57%-16.6pp | 13.80%-19.8pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $29,483-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $150-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |