Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT Service code 13 · EIN 32-0293031 | Contract Administrator | $915,003 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-4411131 | Advisory (Plan) | $105,895 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $95,491 |
GOLDMAN SACHS6+ years Service code 16 · EIN 13-3575636 | Consulting | $39,780 |
FRAZIER & DEETER, LLC6+ years Service code 10 · EIN 58-1433845 | Accounting | $34,400 |
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 | $0 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 22.62% | 19.39%+3.2pp | 14.84%+7.8pp | 19.39%+3.2pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $37,950-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $127-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |