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 |
|---|---|---|
XEROX CORPORATION3+ years Service code 36 · EIN 16-0468020 | Copying and duplicating | $930,211 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $389,564 |
Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Copying and duplicating | $302,808 |
UNITED PARCEL SERVICE3+ years Service code 36 · EIN 95-1732075 | Other insurance fees and expenses; Co... | $271,230 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $93,753 |
RR DONNELLEY3+ years Service code 36 · EIN 36-1004130 | Copying and duplicating | $66,737 |
Service code 36 · EIN 94-2856521 | Copying and duplicating | $7,056 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $85,985-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 19.2%-19.2pp | 5.3%-5.3pp |
| Annual return | 14.68% | 1057.21%-1042.5pp | 14.20%+0.5pp | 1057.21%-1042.5pp |
| Employer contribution / active EE | $8,356 | $14,374-41.9% | $27,968-70.1% | $14,374-41.9% |
| Participant deferral / active EE | $0 | $351-100.0% | $576-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $6,028-100.0% | $81,210-100.0% |