Filed December 8, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $2,259,210 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $630,002 |
GLOBEFLEX CAPITAL LP3 years Service code 28 · EIN 33-0597629 | Investment Management | $358,185 |
Filed as: HOISINGTON Service code 28 · EIN 74-2126765 | Investment Management | $335,746 |
Filed as: MATTERHORN INVESTMENT MANAGEMENT LL Service code 28 · EIN 76-0676982 | Investment Management | $247,361 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 74-0537175 | Investment Management | $232,261 |
HS MANAGEMENT PARTNERS, LLC3 years Service code 28 · EIN 26-0335469 | Investment Management | $225,307 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $207,763 |
VAQUERO GLOBAL INVESTMENT LP6+ years Service code 28 · EIN 26-1281063 | Investment Management | $187,013 |
LAZARD ASSET MANAGEMENT6+ years Service code 28 · EIN 05-0530199 | Investment Management | $175,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,655 | $48,464+16.9% | $90,970-37.7% | $106,273-46.7% |
| Participation rate | 59.3% | 53.1%+6.2pp | 69.0%-9.7pp | 70.8%-11.5pp |
| Annual return | 10.44% | 16.72%-6.3pp | 134.58%-124.1pp | 21.70%-11.3pp |
| Employer contribution / active EE | $1,191 | $939+26.8% | $2,122-43.9% | $2,722-56.2% |
| Participant deferral / active EE | $2,138 | $1,510+41.7% | $3,373-36.6% | $4,601-53.5% |
| Admin fee / account holder | $90 | $58+54.8% | $5,960-98.5% | $78+14.4% |