Filed December 29, 1992
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $540,440 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $437,232 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $379,333 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $230,587 |
AON CONSULTING2 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $185,649 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $159,035 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 242 TRUMBULL STREET · HARTFORD, CT 06103 | Investment Management | $144,646 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $126,456 |
ALTRINSIC GLOBAL ADVISORS, LLC5+ years Service code 28 · EIN 30-0016268 | Investment Management | $122,910 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON AND CO Service code 27 · EIN 52-1868818 | Advisory (Plan) | $108,500 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 1 Loan in default | LEHMAN BROTHERS HOLDINGS | — | 745 SEVENTH AVE NEW YORK, NY 10019 | — |
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 | $341,093,897-100.0% | $286,273-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | 31.65% | 15.89%+15.8pp | 10.78%+20.9pp | 21.83%+9.8pp |
| Employer contribution / active EE | $13,599 | $10,104+34.6% | $41,857-67.5% | $12,237+11.1% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $83,605-100.0% | $1,551,325-100.0% |