Filed December 16, 2016 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $870,235 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Copying and duplicating; Direct payme... | $535,493 |
UNITED PARCEL SERVICE4+ years Service code 36 · EIN 95-1732075 | Copying and duplicating; Account main... | $526,411 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE Service code 16 · EIN 53-0181291 | Consulting | $132,992 |
DIRECT TECHNOLOGIES, INC3 years Service code 36 · EIN 58-2563032 | Direct payment from the plan; Copying... | $63,287 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL Service code 36 · EIN 13-3806691 | Copying and duplicating; Direct payme... | $55,318 |
THE PEROTTA FIRM, PLC1 year Service code 36 · EIN 41-2252260 | Copying and duplicating; Direct payme... | $55,000 |
BLOOMBERG FINANCE LP1 year Service code 36 · EIN 06-1818168 | Copying and duplicating; Direct payme... | $44,021 |
RR DONNELLEY4+ years Service code 36 · EIN 36-1004130 | Insurance brokerage commissions and f... | $29,836 |
BARCLAYS CAPITAL LE1 year Filed as: BARCLAYS BANK PLC Service code 36 · EIN 11-3494219 | Copying and duplicating; Direct payme... | $29,755 |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $280,855-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -2.22% | -1.95%-0.3pp | -0.70%-1.5pp | -1.95%-0.3pp |
| Employer contribution / active EE | $9,308 | $9,243+0.7% | $28,903-67.8% | $9,243+0.7% |
| Participant deferral / active EE | $117 | $425-72.5% | $148-21.3% | $425-72.5% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,852-100.0% | $62,356-100.0% |