Filed January 28, 2006
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 |
|---|---|---|
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772300 | Investment Management | $425,421 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $390,883 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $357,924 |
FIDUCIARY MANAGEMENT, INC.4+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $296,239 |
Filed as: MORGAN STANLEY Service code 28 · EIN 04-2333347 | Investment Management | $168,944 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT, INC. Service code 15 820 STILLWATER RD · SACREMENTO, CA 95605 | Recordkeeping | $116,114 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-3046063 | Bank Trustee | $110,594 |
GROOM LAW GROUP4+ years Service code 29 · EIN 52-1219029 | Legal | $26,143 |
GOLDMAN SACHS1 year Service code 28 · EIN 13-5108880 | Investment Management | $16,029 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -2.36% | -0.94%-1.4pp | -2.18%-0.2pp | 33.37%-35.7pp |
| Employer contribution / active EE | $0 | $12,464-100.0% | $38,751-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |