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| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION2+ years Service code 65 · EIN 16-0468020 | Account Maintenance | $1,325,651 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $441,039 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $366,427 |
WILLIAM BLAIR2+ years Service code 28 · EIN 36-2214610 | Investment Management | $342,451 |
BLACKROCK2+ years Filed as: BLACKROCK BGI Service code 28 · EIN 94-3112180 | Investment Management | $337,575 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $315,539 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $251,005 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $216,435 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $216,072 |
GIA PARTNERS2+ years Service code 28 · EIN 27-0498438 | Investment Management | $214,736 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,821-100.0% | $14,339-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 17.0%-17.0pp | 5.5%-5.5pp |
| Annual return | 8.49% | 5.86%+2.6pp | 1.15%+7.3pp | 5.86%+2.6pp |
| Employer contribution / active EE | $8,536 | $10,137-15.8% | $26,339-67.6% | $10,137-15.8% |
| Participant deferral / active EE | $0 | $492-100.0% | $178-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,605-100.0% | $387-100.0% |