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.
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| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS, LLC Service code 13 · EIN 16-0468020 | Contract Administrator | $2,253,368 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL INVSTMT MGMT AMER Service code 28 · EIN 20-8058531 | Investment Management | $1,167,956 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON ASSET MANAGEMENT (SVCS)LTD Service code 28 · EIN 95-4328983 | Investment Management | $1,070,815 |
FRANKLIN TEMPLETON2+ years Filed as: TEMPLETON INVESTMENT COUNSEL LLC Service code 28 · EIN 94-3385113 | Investment Management | $997,043 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $928,389 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $896,758 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 | Investment Management | $759,809 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 · EIN 04-2955404 | Investment Management | $700,334 |
WASATCH ADVISORS2+ years Filed as: WASATCH ADVISORS, INC. Service code 28 · EIN 87-0319391 | Investment Management | $654,857 |
SNYDER CAPITAL MANAGEMENT2+ years Filed as: SNYDER CAPITAL MANAGEMENT LP Service code 28 · EIN 04-3370184 | Investment Management | $602,186 |
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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 | $40,289-100.0% | $169,917-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 10.3%-10.3pp | 4.2%-4.2pp |
| Annual return | 4.74% | 10.64%-5.9pp | 7.98%-3.2pp | 10.64%-5.9pp |
| Employer contribution / active EE | $7,191 | $11,561-37.8% | $23,724-69.7% | $11,561-37.8% |
| Participant deferral / active EE | $0 | $347-100.0% | $53-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $636-100.0% | $312-100.0% |