Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT Service code 13 · EIN 32-0293031 | Contract Administrator | $449,778 |
GOLDMAN SACHS5+ years Service code 16 · EIN 13-3575636 | Consulting | $101,590 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-4411131 | Advisory (Plan) | $84,716 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $74,216 |
FRAZIER & DEETER, LLC5+ years Service code 10 · EIN 58-1433845 | Accounting | $13,500 |
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 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 3.36% | 5230.06%-5226.7pp | 10.57%-7.2pp | 5230.06%-5226.7pp |
| Employer contribution / active EE | $57,123 | $10,491+444.5% | $29,483+93.7% | $10,491+444.5% |
| Participant deferral / active EE | $0 | $460-100.0% | $150-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |