Filed March 17, 2022 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES,LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $215,413 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $63,356 |
Service code 10 · EIN 91-0425694 | Accounting | $37,778 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $31,045 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $15,095 |
FOLEY & LARDNER LLP5 years Service code 29 · EIN 39-0473800 | Legal | $11,158 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | ERNST & YOUNG | SERVICE PROVIDER PLAN ASSETS WERE INADVERTENTLY USED TO MAKE AN OVERPAYMENT TO A THIRD-PARTY PROVIDER | — | — |
Employer contribution per participant 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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 16.05% | 24.77%-8.7pp | -2.84%+18.9pp | 12.86%+3.2pp |
| Employer contribution / active EE | $2,211 | $13,270-83.3% | $33,329-93.4% | $13,687-83.8% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |