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, LLC6 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $422,540 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2945469 | Actuarial | $170,383 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INSTITUTIONAL ADVISORS INC Service code 27 111 HUNTINGTON AVE STE 200 · BOSTON, MA 021997632 | Advisory (Plan) | $129,382 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3040307 | Investment Management | $107,489 |
SNYDER CAPITAL MANAGEMENT2 years Service code 28 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $103,937 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $98,341 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $82,431 |
CAPITAL GUARDIAN3 years Service code 28 · EIN 95-2553868 | Investment Management | $75,010 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $61,892 |
DELOITTE & TOUCHE LLP8 years Service code 10 · EIN 13-3891517 | Accounting | $44,000 |
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 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 1.16% | 33.11%-31.9pp | 14.20%-13.0pp | 33.11%-31.9pp |
| Employer contribution / active EE | $1,282 | $9,000-85.8% | $29,492-95.7% | $9,000-85.8% |
| Participant deferral / active EE | $0 | $680-100.0% | $125-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |