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 STREET8+ years Service code 28 · EIN 80-0762141 | Investment Management | $566,107 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $460,489 |
LINDSELL TRAIN LIMITED3 years Filed as: LINDSELL TRAIN Service code 28 · EIN 35-2496423 | Investment Management | $395,838 |
Filed as: ABS ALLEGIANCE Service code 28 · EIN 27-0185492 | Investment Management | $337,908 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $329,624 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $249,604 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $235,000 |
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT HUMAN RESOURCES SVCS LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $228,324 |
LEGAL & GENERAL INVESTMENT8+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $192,096 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 45-1743707 | Investment Management | $141,535 |
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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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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 12.82% | 8.84%+4.0pp | 12.68%+0.1pp | 9.11%+3.7pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,609-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |