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 15 · EIN 04-3532603 | Recordkeeping | $535,044 |
Service code 10 · EIN 91-0425694 | Accounting | $154,843 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $147,439 |
DELOITTE & TOUCHE LLP5 years Service code 10 · EIN 13-3891517 | Accounting | $40,650 |
FOLEY & LARDNER LLP8 years Service code 29 · EIN 39-0473800 | Legal | $36,869 |
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT HR SERVICES, LLC Service code 99 · EIN 04-3609848 | Other Fees | $13,992 |
HERRONPALMER3 years Service code 16 · EIN 46-5438594 | Consulting | $8,727 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST Service code 49 · EIN 04-1867445 | Other Services | $6,587 |
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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 7.80% | 10.30%-2.5pp | 7.69%+0.1pp | 9.11%-1.3pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |