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, LLC7 years Filed as: CONDUENT HR SERVICES LLC Service code 13 100 CAMPUS DRIVE #200 · FLORHAM PARK, NJ 07932 | Contract Administrator | $6,174,821 |
NOVA PENSION CONSULTING, LP9+ years Service code 17 · EIN 20-5142641 | Pension Consulting | $3,322,144 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $739,726 |
AETNA LIFE INSURANCE COMPANY5 years Filed as: AETNA LIFE INSURANCE CO Service code 23 · EIN 06-6033492 | Other insurance fees and expenses; In... | $588,232 |
PRICEWATERHOUSECOOPERS LLP9+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $407,179 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 11 · EIN 53-0181291 | Actuarial | $375,134 |
WILLIS TOWERS WATSON US LLC4 years Service code 28 · EIN 94-3112180 | Investment Management | $300,518 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON ASSET SERVICES Service code 17 · EIN 13-5160382 | Pension Consulting | $274,694 |
THE YIELDBOOK SALOMON ANALYTICS9+ years Service code 15 · EIN 13-3788449 | Recordkeeping | $139,207 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 49 333 S 7TH STE 300 · MINNEAPOLIS, MN 55402 | Other Services | $50,881 |
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 |
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 | $0 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 8.77% | 13.18%-4.4pp | 15.31%-6.5pp | 13.18%-4.4pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $28,686-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $126-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |