Filed July 1, 2004 (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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONDUENT HUMAN RESOURCE SERVICES Service code 14 · EIN 20-2185976 | Plan Administrator | $1,549,898 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $1,474,520 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $1,199,438 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3040307 | Investment Management | $1,153,352 |
PGIM INVESTMENTS2+ years Filed as: JENNISON Service code 28 · EIN 52-2069785 | Investment Management | $1,006,201 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 13 · EIN 04-1867445 | Contract Administrator | $857,081 |
VAUGHAN NELSON INVESTMENT MGMT2+ years Filed as: VAUGHAN NELSON Service code 28 · EIN 04-3304963 | Investment Management | $847,866 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $834,893 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $744,151 |
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $681,211 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $264,156-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 0.0%0pp |
| Annual return | 6.12% | 9.19%-3.1pp | 4.74%+1.4pp | 9.19%-3.1pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $46,220-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $248-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,050-100.0% | $2,655,710-100.0% |