Filed February 3, 2005 (most recent of 3 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 CORPORATION1+ years Filed as: XEROX HR SOLUTIONS, LLC Service code 13 · EIN 16-0468020 | Contract Administrator | $2,432,245 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL INVSTMT MGMT AMER Service code 28 · EIN 20-8058531 | Investment Management | $1,413,413 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON ASSET MANAGEMENT (SVCS)LTD Service code 28 · EIN 95-4328983 | Investment Management | $1,338,226 |
FRANKLIN TEMPLETON1+ years Filed as: TEMPLETON INVESTMENT COUNSEL LLC Service code 28 · EIN 94-3385113 | Investment Management | $1,096,291 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $997,491 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $996,650 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 | Investment Management | $881,025 |
WASATCH ADVISORS1+ years Filed as: WASATCH ADVISORS, INC. Service code 28 · EIN 87-0319391 | Investment Management | $746,059 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 28 · EIN 04-2955404 | Investment Management | $742,339 |
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT LP Service code 28 · EIN 04-3370184 | Investment Management | $650,923 |
Employer contribution per participant 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 | $47,522-100.0% | $96,302-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 8.8%-8.8pp | 9.2%-9.2pp |
| Annual return | -0.92% | -0.08%-0.8pp | -2.90%+2.0pp | -0.08%-0.8pp |
| Employer contribution / active EE | $573 | $7,991-92.8% | $27,990-98.0% | $7,991-92.8% |
| Participant deferral / active EE | $0 | $325-100.0% | $137-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $519-100.0% | $275-100.0% |