Filed November 15, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
HARRISON STREET7+ years Service code 28 · EIN 80-0762141 | Investment Management | $549,275 |
LINDSELL TRAIN LIMITED2 years Filed as: LINDSELL TRAIN Service code 28 · EIN 35-2496423 | Investment Management | $423,186 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $408,741 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185492 | Investment Management | $408,016 |
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $314,481 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $261,995 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $235,000 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $227,167 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $220,243 |
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT HUMAN RESOURCES SVCS LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $219,844 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported that benefits due were not provided when due.
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -15.74% | -6.02%-9.7pp | -3.21%-12.5pp | 23.41%-39.2pp |
| Employer contribution / active EE | $0 | $11,241-100.0% | $46,051-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |