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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $111,248 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $92,276 |
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Direct payment from the plan; Recordk... | $52,626 |
MITCHELL & TITUS, LLP6 years Service code 10 · EIN 13-2781641 | Accounting | $31,465 |
VERIZON COMMUNICATIONS INC.6 years Service code 14 · EIN 23-2259884 | Plan Administrator | $22,573 |
AON CONSULTING6 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $13,525 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO & COMPANY Service code 13 · EIN 94-1347393 | Contract Administrator | $10,394 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $8,371 |
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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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $397,815-100.0% | $397,815-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 33.6%-33.6pp | 37.6%-37.6pp |
| Annual return | -13.90% | 9.62%-23.5pp | 9.74%-23.6pp | 9.30%-23.2pp |
| Employer contribution / active EE | $0 | $46,336-100.0% | $39,474-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |