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 LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,081,827 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 18 · EIN 94-1347393 | Trustee (bank, trust company, or simi... | $400,522 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT GROUP INC. Service code 28 · EIN 56-2475915 | Investment Management | $342,836 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENTS Service code 28 · EIN 48-1140940 | Investment Management | $293,478 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $264,473 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 20-1665304 | Investment Management | $160,470 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 55-1557450 | Investment Management | $148,949 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $114,343 |
AON CONSULTING2+ years Service code 16 · EIN 23-2293237 | Consulting | $108,235 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $43,800 |
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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 | $57,821-100.0% | $322,681-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 27.6%-27.6pp | 5.5%-5.5pp |
| Annual return | 6.68% | 5.86%+0.8pp | 4.07%+2.6pp | 5.86%+0.8pp |
| Employer contribution / active EE | $6,075 | $10,137-40.1% | $36,235-83.2% | $10,137-40.1% |
| Participant deferral / active EE | $0 | $492-100.0% | $215-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $7,128-100.0% | $387-100.0% |