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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $492,011 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $226,148 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $105,889 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $40,833 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE & TOUCHE LLF Service code 10 · EIN 13-3891517 | Accounting | $40,000 |
HERRONPALMER1 year Service code 27 · EIN 46-5438594 | Advisory (Plan) | $36,528 |
TRUCKER HUSS3 years Service code 29 ONE EMBARCADERO CENTER · SAN FRANCISCO, CA 941113617 | Legal | $19,040 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 13.51% | 5230.06%-5216.5pp | 9.65%+3.9pp | 5230.06%-5216.5pp |
| Employer contribution / active EE | $1,153 | $10,491-89.0% | $27,458-95.8% | $10,491-89.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $33-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |