Filed February 24, 1994 (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.
| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS Service code 13 · EIN 16-0468020 | Contract Administrator | $6,528,400 |
NOVA PENSION CONSULTING, LP1+ years Service code 17 · EIN 20-5142641 | Pension Consulting | $2,517,100 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $1,163,400 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA LIFE INSURANCE Service code 23 · EIN 06-6033492 | Other insurance fees and expenses; Di... | $1,031,300 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $878,800 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $573,700 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICES Service code 17 | Pension Consulting | $364,900 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $361,300 |
THE YIELDBOOK SALOMON ANALYTICS1+ years Service code 15 · EIN 13-3788449 | Recordkeeping | $139,000 |
RR DONNELLEY1+ years Filed as: RR DONNELLEY, INC. Service code 36 · EIN 42-4027878 | Copying and duplicating; Participant ... | $105,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,522-100.0% | $96,302-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 8.8%-8.8pp | 9.2%-9.2pp |
| Annual return | -11.84% | -0.08%-11.8pp | -2.90%-8.9pp | -0.08%-11.8pp |
| Employer contribution / active EE | $66,209 | $7,991+728.6% | $27,990+136.5% | $7,991+728.6% |
| Participant deferral / active EE | $0 | $325-100.0% | $137-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $519-100.0% | $275-100.0% |