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.
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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SERVICES Service code 13 · EIN 04-3609848 | Contract Administrator | $907,865 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 26 · EIN 04-3515240 | Advisory (Participants) | $666,662 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $440,580 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $418,191 |
COMERICA BANK3 years Filed as: COMERICA Service code 28 · EIN 45-6721988 | Investment Management | $414,382 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $373,883 |
BUCK GLOBAL, LLC3 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $219,707 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $22,900 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $5,402 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 7.40% | 5.48%+1.9pp | 9.82%-2.4pp | 9.30%-1.9pp |
| Employer contribution / active EE | $24,748 | $9,127+171.2% | $30,322-18.4% | $12,551+97.2% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |