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.
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $2,928,712 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $843,814 |
STATE STREET GLOBAL ADVISORS3 years Service code 28 · EIN 74-0537175 | Investment Management | $505,154 |
Filed as: MATTERHORN INVESTMENT MANAGEMENT LL Service code 28 · EIN 76-0676982 | Investment Management | $410,748 |
Filed as: HOISINGTON Service code 28 · EIN 74-2126765 | Investment Management | $333,523 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $291,856 |
HS MANAGEMENT PARTNERS, LLC4 years Service code 28 · EIN 26-0335469 | Investment Management | $291,203 |
LAZARD ASSET MANAGEMENT7+ years Service code 28 · EIN 74-2126765 | Investment Management | $215,097 |
GLOBEFLEX CAPITAL LP4 years Service code 28 · EIN 33-0597629 | Investment Management | $120,910 |
VAQUERO GLOBAL INVESTMENT LP7+ years Service code 28 · EIN 26-1281063 | Investment Management | $72,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,920 | $55,785+12.8% | $96,583-34.9% | $106,520-40.9% |
| Participation rate | 60.5% | 53.4%+7.1pp | 69.8%-9.3pp | 71.3%-10.8pp |
| Annual return | 16.63% | 17.66%-1.0pp | 37.79%-21.2pp | 19.28%-2.7pp |
| Employer contribution / active EE | $1,232 | $1,042+18.3% | $2,357-47.7% | $2,840-56.6% |
| Participant deferral / active EE | $2,336 | $1,782+31.1% | $3,850-39.3% | $4,948-52.8% |
| Admin fee / account holder | $103 | $59+74.8% | $6,184-98.3% | $75+37.6% |