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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT HR SERVICES LLC Service code 13 500 PLAZA DRIVE · SECAUCUS, NJ 07094 | Contract Administrator | $5,828,730 |
NOVA PENSION CONSULTING, LP8+ years Service code 17 · EIN 20-5142641 | Pension Consulting | $2,757,823 |
AETNA LIFE INSURANCE COMPANY4 years Filed as: AETNA LIFE INSURANCE CO Service code 23 · EIN 06-6033492 | Direct payment from the plan; Other i... | $692,419 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 11 · EIN 53-0181291 | Actuarial | $662,621 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $620,832 |
PRICEWATERHOUSECOOPERS LLP8+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $375,902 |
WILLIS TOWERS WATSON US LLC3 years Service code 28 · EIN 94-3112180 | Investment Management | $289,280 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON ASSET SERVICES Service code 17 · EIN 13-5160382 | Pension Consulting | $209,264 |
THE YIELDBOOK SALOMON ANALYTICS8+ years Service code 15 · EIN 13-3788449 | Recordkeeping | $134,743 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITAN LIFE Service code 23 · EIN 13-5581829 | Other insurance fees and expenses; In... | $25,785 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | SAUDI ARABIAN OIL COMPANY | PARTY IN INTEREST TO PLAN SPONSOR THE PLAN INVESTED IN A BOND ISSUED BY SAUDI ARAMCO, AS PART OF A BOND FUND PORTFOLIO. | — | $65K |
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 | $1,469,698-100.0% | $53,690-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -26.18% | 7.68%-33.9pp | -4.80%-21.4pp | 7.68%-33.9pp |
| Employer contribution / active EE | $133,032 | $9,142+1355.2% | $30,897+330.6% | $9,142+1355.2% |
| Participant deferral / active EE | $0 | $462-100.0% | $64-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $40,849-100.0% | $19,323-100.0% |