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 MELLON10+ years Service code 18 · EIN 13-5160382 | Investment management; Direct payment... | $758,550 |
CONDUENT HR CONSULTING, LLC8 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Direct payment from the plan; Copying... | $627,819 |
ALSTON & BIRD LLP2 years Service code 29 · EIN 58-0137615 | Legal | $568,509 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $419,792 |
RR DONNELLEY10+ years Service code 36 · EIN 36-1004130 | Direct payment from the plan; Copying... | $226,701 |
Filed as: PWC US TAX LLP Service code 16 · EIN 92-0460586 | Consulting | $152,458 |
BLOOMBERG FINANCE LP2 years Service code 50 · EIN 06-1818168 | Direct Payment | $137,428 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $127,368 |
Filed as: QDRO BENEFITS FIRM Service code 29 · EIN 84-2015520 | Legal | $95,819 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL Service code 50 · EIN 13-3806691 | Direct Payment | $95,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $663,797-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.5%-40.5pp | 0.0%0pp |
| Annual return | -4.13% | 8.85%-13.0pp | 8.13%-12.3pp | 8.85%-13.0pp |
| Employer contribution / active EE | $1,940 | $8,529-77.3% | $42,719-95.5% | $8,529-77.3% |
| Participant deferral / active EE | $0 | $399-100.0% | $12-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $13,741-100.0% | - |