Filed March 17, 2022 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST'L OP CO, LLC Service code 13 · EIN 04-3532603 | Contract Administrator | $3,655,698 |
THE BOEING CO AND CONSOLIDATED SUBS10+ years Service code 10 · EIN 91-0425694 | Accounting | $2,776,272 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $340,791 |
DELOITTE & TOUCHE LLP6 years Service code 10 · EIN 13-3891517 | Accounting | $155,948 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $129,165 |
FOLEY & LARDNER LLP9 years Service code 29 · EIN 39-0473800 | Legal | $78,032 |
HERRONPALMER6 years Service code 16 · EIN 46-5438594 | Consulting | $64,509 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.75% | 8.85%-7.1pp | 5.04%-3.3pp | 8.85%-7.1pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $26,454-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $78-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |