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 CORPORATION2+ years Filed as: XEROX HR SOLUTIONS Service code 13 · EIN 16-0468020 | Contract Administrator | $7,123,555 |
NOVA PENSION CONSULTING, LP2+ years Service code 17 · EIN 20-5142641 | Pension Consulting | $2,451,308 |
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA LIFE INSURANCE Service code 23 · EIN 06-6033492 | Other insurance fees and expenses; In... | $1,603,623 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $1,022,843 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $777,396 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $754,043 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICES Service code 17 PO BOX 371791 · PITTSBURGH, PA 15251 | Pension Consulting | $370,898 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $341,310 |
RR DONNELLEY1 year Filed as: RR DONNELLEY., INC. Service code 36 · EIN 42-4027878 | Other services; Copying and duplicating | $164,827 |
UNITED PARCEL SERVICE2+ years Filed as: UNITED PARCEL SERVICES Service code 49 · EIN 95-1732075 | Other Services | $164,827 |
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 | $40,289-100.0% | $169,917-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 10.3%-10.3pp | 4.2%-4.2pp |
| Annual return | 4.69% | 10.64%-6.0pp | 7.98%-3.3pp | 10.64%-6.0pp |
| Employer contribution / active EE | $20,793 | $11,561+79.9% | $23,724-12.4% | $11,561+79.9% |
| Participant deferral / active EE | $0 | $347-100.0% | $53-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $636-100.0% | $312-100.0% |