Filed October 6, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Service code 65 · EIN 16-0468020 | Account Maintenance | $451,914 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 18 · EIN 23-1159360 | Custodial (other than securities) | $322,143 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $41,293 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $37,340 |
WILLIAM BLAIR1+ years Service code 28 · EIN 36-2214610 | Investment Management | $33,521 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $30,340 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $28,336 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $27,839 |
GIA PARTNERS1+ years Service code 28 · EIN 27-0498438 | Investment Management | $27,552 |
BLACKROCK1+ years Filed as: BLACKROCK BGI Service code 28 · EIN 94-3112180 | Investment Management | $24,193 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $10,548-100.0% | - | $10,548-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 0.0%0pp | 50.0%-50.0pp |
| Annual return | -2.56% | -2.22%-0.3pp | 0.61%-3.2pp | -2.22%-0.3pp |
| Employer contribution / active EE | $0 | $5,955-100.0% | $0 | $5,955-100.0% |
| Participant deferral / active EE | $0 | $270-100.0% | $0 | $270-100.0% |
| Admin fee / account holder | $0 | $1-100.0% | - | $1-100.0% |