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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR CONSULTING Service code 11 PO BOX 202617 · DALLAS, TX 753202617 | Actuarial | $250,505 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $208,498 |
MATRIX TRUST COMPANY5+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $26,305 |
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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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.3%-47.3pp |
| Annual return | 20.55% | 10.98%+9.6pp | 18.06%+2.5pp | 12.16%+8.4pp |
| Employer contribution / active EE | $328,926 | $48,856+573.3% | $30,411+981.6% | $44,747+635.1% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |