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 MELLON6+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $3,291,923 |
UNITED PARCEL SERVICE2 years Filed as: UNITED PARCEL SERVICES OF AMERICA Service code 36 · EIN 95-1732075 | Direct payment from the plan; Copying... | $2,905,265 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Direct payment from the plan; Copying... | $1,158,286 |
BLOOMBERG FINANCE LP3 years Service code 36 · EIN 06-1818168 | Direct payment from the plan; Copying... | $285,714 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE Service code 16 · EIN 53-0181291 | Consulting | $242,314 |
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL Service code 36 · EIN 13-3806691 | Copying and duplicating; Direct payme... | $181,243 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE & TOUCHE, LLP Service code 36 · EIN 13-3891517 | Copying and duplicating; Direct payme... | $133,000 |
CODE RED INC3 years Filed as: CODE RED, INC. Service code 36 · EIN 20-1823524 | Copying and duplicating; Direct payme... | $82,437 |
DIRECT TECHNOLOGIES, INC5 years Service code 36 · EIN 58-2563032 | Copying and duplicating; Direct payme... | $64,600 |
RR DONNELLEY6+ years Service code 36 · EIN 36-1004130 | Copying and duplicating; Insurance br... | $28,690 |
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 | $0 | $438,681-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.3%-44.3pp | 0.0%0pp |
| Annual return | 13.71% | 13.80%-0.1pp | 4.26%+9.5pp | 13.80%-0.1pp |
| Employer contribution / active EE | $13,899 | $10,386+33.8% | $54,767-74.6% | $10,386+33.8% |
| Participant deferral / active EE | $283 | $448-36.9% | $18+1436.4% | $448-36.9% |
| Admin fee / account holder | $0 | $0 | $2,187-100.0% | - |