Filed March 1, 2005
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 |
|---|---|---|
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $1,221,587 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $1,176,835 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 101 S HANLEY RD #1700 · CLAYTON, MO 63105 | Investment Management | $684,639 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $431,668 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT Service code 18 1 MEDLEY CENTRE PKWY · ROCHESTER, NY 14622 | Custodial (other than securities); Di... | $336,742 |
CNH AMERICA LLC2 years Service code 35 · EIN 39-1982756 | Employee (plan sponsor); Direct payme... | $246,255 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $244,123 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $142,352 |
Filed as: REINHART, BOERNER, VANDEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $65,589 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $15,300 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -6.75% | 201.32%-208.1pp | 12.68%-19.4pp | 33.37%-40.1pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |