Filed January 29, 2003
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 |
|---|---|---|
Filed as: CONDUENT HR CONSULTING LLC Service code 11 · EIN 13-3954297 | Actuarial | $488,240 |
NEPC, LLC2+ years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $71,844 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK NA Service code 25 · EIN 13-4994650 | Directed Trustee | $65,580 |
FISHER & PHILLIPS2+ years Service code 29 · EIN 58-0619559 | Legal | $63,296 |
PARKLEXINGTON ADVISORS LLC2+ years Service code 17 · EIN 46-1385941 | Pension Consulting | $53,092 |
Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $38,825 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $18,489 |
Service code 17 · EIN 13-4008324 | Pension Consulting | $10,304 |
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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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 7.28% | 79.68%-72.4pp | 16.78%-9.5pp | 23.90%-16.6pp |
| Employer contribution / active EE | $0 | $21,735-100.0% | $26,328-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |