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 LLC4 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $4,021,377 |
AON CONSULTING3 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $1,718,295 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $656,306 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $445,447 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $266,452 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 242 TRUMBULL STREET · HARTFORD, CT 06103 | Investment Management | $223,066 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $140,000 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $99,044 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 04-1867445 | Investment management; Direct payment... | $13,922 |
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 | — |
Annual investment return 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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | -6.59% | 8.57%-15.2pp | 175.18%-181.8pp | 11.45%-18.0pp |
| Employer contribution / active EE | $62,727 | $13,016+381.9% | $38,590+62.6% | $17,219+264.3% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |