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| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION3+ years Service code 65 · EIN 16-0468020 | Account Maintenance | $1,644,071 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $434,249 |
Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $422,659 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $385,051 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $359,169 |
WILLIAM BLAIR3+ years Service code 28 · EIN 36-2214610 | Investment Management | $343,205 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $321,057 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $270,417 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS Service code 28 · EIN 57-1187281 | Investment Management | $237,314 |
BRANDES INVESTMENT PARTNERS3+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 28 · EIN 36-7157059 | Investment Management | $225,814 |
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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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 16.74% | 16.32%+0.4pp | 11.12%+5.6pp | 16.32%+0.4pp |
| Employer contribution / active EE | $11,790 | $12,766-7.6% | $22,651-48.0% | $12,766-7.6% |
| Participant deferral / active EE | $0 | $800-100.0% | $198-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |