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 CORPORATION3+ years Service code 65 · EIN 16-0468020 | Account Maintenance | $512,126 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 18 · EIN 23-1159360 | Custodial (other than securities) | $382,182 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $140,133 |
Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $47,550 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $39,921 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $37,542 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $33,077 |
WILLIAM BLAIR3+ years Service code 28 · EIN 36-2214610 | Investment Management | $29,948 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS Service code 28 · EIN 57-1187281 | Investment Management | $24,530 |
BRANDES INVESTMENT PARTNERS3+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 28 · EIN 36-7157059 | Investment Management | $23,336 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 18.30% | 11.12%+7.2pp | 17.16%+1.1pp | 11.12%+7.2pp |
| Employer contribution / active EE | $10,935 | $8,521+28.3% | $19,169-43.0% | $8,521+28.3% |
| Participant deferral / active EE | $0 | $13-100.0% | - | $13-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |