Filed November 9, 2000 (most recent of 5 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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,933,504 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $464,948 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENTS Service code 28 · EIN 48-1140940 | Investment Management | $319,932 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $299,263 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT GROUP INC. Service code 28 · EIN 56-2475915 | Investment Management | $218,108 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 20-1665304 | Investment Management | $170,754 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Direct payment from the plan; Investm... | $118,030 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 55-1557450 | Investment Management | $108,087 |
AON CONSULTING1+ years Service code 16 · EIN 23-2293237 | Consulting | $85,054 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $43,300 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $313,292-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -4.67% | 3.11%-7.8pp | -2.79%-1.9pp | 3.11%-7.8pp |
| Employer contribution / active EE | $6,093 | $9,361-34.9% | $39,327-84.5% | $9,361-34.9% |
| Participant deferral / active EE | $0 | $375-100.0% | $351-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,115-100.0% | - |