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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT, INC. Service code 15 · EIN 20-2185976 | Recordkeeping | $1,163,217 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $677,789 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET Service code 28 · EIN 45-6500555 | Investment Management | $515,572 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 04-2333347 | Investment Management | $430,819 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772300 | Investment Management | $394,365 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $286,880 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $285,633 |
FIDUCIARY MANAGEMENT, INC.6+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $241,671 |
NORTHERN TRUST COMPANY6+ years Service code 18 · EIN 36-3046063 | Other fees; Custodial (other than sec... | $100,995 |
PINEBRIDGE STRUCTURED2 years Filed as: PINEBRIDGE Service code 28 · EIN 06-1078320 | Investment Management | $93,960 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 12.84% | 9.48%+3.4pp | 9.52%+3.3pp | 12.86%0pp |
| Employer contribution / active EE | $0 | $12,808-100.0% | $41,951-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |