Filed November 1, 2001 (most recent of 3 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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $485,429 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2945469 | Actuarial | $348,377 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS INSTITUTIONAL ADVISORS INC Service code 27 111 HUNTINGTON AVE STE 200 · BOSTON, MA 021997632 | Advisory (Plan) | $75,455 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $72,165 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $63,190 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3040307 | Investment Management | $54,098 |
SNYDER CAPITAL MANAGEMENT3 years Service code 28 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $50,929 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $50,795 |
DELOITTE & TOUCHE LLP9 years Service code 10 · EIN 13-3891517 | Accounting | $48,000 |
CAPITAL GUARDIAN4 years Service code 28 · EIN 95-2553868 | Investment Management | $26,326 |
Employer contribution per participant 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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 5.37% | 8.48%-3.1pp | 148.78%-143.4pp | 8.48%-3.1pp |
| Employer contribution / active EE | $2,030 | $9,949-79.6% | $26,858-92.4% | $9,949-79.6% |
| Participant deferral / active EE | $0 | $734-100.0% | $63-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |