Filed March 17, 2022 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $108,958 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $108,738 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $94,176 |
Service code 10 · EIN 91-0425694 | Accounting | $57,951 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $31,805 |
FOLEY & LARDNER LLP2 years Service code 29 · EIN 39-0473800 | Legal | $12,630 |
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 | — | — |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 13.47% | 10.60%+2.9pp | -2.84%+16.3pp | 627.08%-613.6pp |
| Employer contribution / active EE | $0 | $19,729-100.0% | $33,329-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |