Filed August 14, 2003
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONDUENT HR SERVICES Service code 13 · EIN 04-3609848 | Contract Administrator | $797,670 |
COMERICA BANK1 year Filed as: COMERICA Service code 28 · EIN 45-6721988 | Investment Management | $581,151 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $562,944 |
Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $556,332 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 26 · EIN 04-3515240 | Advisory (Participants) | $499,313 |
Filed as: GENESIS Service code 28 · EIN 41-0371070 | Investment Management | $412,401 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $389,192 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $169,975 |
Filed as: HARDMAN JOHNSTON Service code 28 · EIN 13-3257590 | Investment Management | $142,275 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD Service code 28 · EIN 11-2517083 | Investment Management | $94,128 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -20.46% | -2.41%-18.1pp | -38.86%+18.4pp | 23.41%-43.9pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |