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, LLC8 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $2,940,324 |
STATE STREET GLOBAL ADVISORS5 years Service code 28 · EIN 74-0537175 | Investment Management | $885,799 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $642,827 |
Filed as: MATTERHORN INVESTMENT MANAGEMENT LL Service code 28 · EIN 76-0676982 | Investment Management | $411,535 |
HS MANAGEMENT PARTNERS, LLC6 years Service code 28 · EIN 26-0335469 | Investment Management | $289,496 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $260,666 |
REAMS ASSET MANAGEMENT1 year Service code 28 · EIN 35-1913089 | Investment Management | $150,889 |
ERNST & YOUNG LLP9+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $95,420 |
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 | $55,108 | $53,531+2.9% | $86,251-36.1% | $96,393-42.8% |
| Participation rate | 57.0% | 53.4%+3.6pp | 69.0%-11.9pp | 71.3%-14.2pp |
| Annual return | 13.05% | 20.51%-7.5pp | 1170.54%-1157.5pp | 22.88%-9.8pp |
| Employer contribution / active EE | $1,234 | $1,158+6.5% | $2,381-48.2% | $3,239-61.9% |
| Participant deferral / active EE | $2,188 | $1,965+11.4% | $3,987-45.1% | $5,455-59.9% |
| Admin fee / account holder | $82 | $55+47.9% | $6,857-98.8% | $74+11.0% |