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| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION2+ years Service code 65 · EIN 16-0468020 | Account Maintenance | $825,837 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $490,433 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $194,793 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $159,071 |
WILLIAM BLAIR2+ years Service code 28 · EIN 36-2214610 | Investment Management | $149,839 |
BLACKROCK2+ years Filed as: BLACKROCK BGI Service code 28 · EIN 94-3112180 | Investment Management | $147,611 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $108,885 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $96,191 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $94,104 |
GIA PARTNERS2+ years Service code 28 · EIN 27-0498438 | Investment Management | $94,017 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 8.20% | 9.70%-1.5pp | 1.15%+7.1pp | 9.19%-1.0pp |
| Employer contribution / active EE | $126 | $15,369-99.2% | $26,339-99.5% | $12,608-99.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |