Filed January 21, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT Service code 15 · EIN 81-2983623 | Recordkeeping | $554,254 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 19 · EIN 25-1926855 | Securities Custodian | $400,501 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $357,424 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $310,265 |
BLACKROCK6 years Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Investment Management | $60,324 |
LEGAL & GENERAL INVESTMENT8 years Filed as: LGIM Service code 28 71 S WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $43,750 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $34,991 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $2,703,652-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 7.7%-7.7pp | 2.2%-2.2pp |
| Annual return | 4.48% | 9.11%-4.6pp | 7.26%-2.8pp | 9.11%-4.6pp |
| Employer contribution / active EE | $4,534 | $12,231-62.9% | $34,949-87.0% | $12,231-62.9% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $86-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | - | $125-100.0% |