Filed March 4, 2002 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $687,694 |
BELK STORE SERVICES3+ years Service code 14 · EIN 56-0616731 | Plan Administrator | $371,730 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 14 · EIN 56-6113694 | Plan Administrator | $308,322 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $263,408 |
INCOME RESEARCH & MANAGEMENT3+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $258,181 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $201,582 |
Filed as: CONDUENT HR Service code 10 P.O. BOX 202617 · DALLAS, TX 75320 | Accounting | $86,421 |
BLACKROCK3+ years Service code 28 · EIN 26-4299518 | Investment Management | $73,287 |
SUSAN FLAHERTY3+ years Filed as: SUSAN REISNER Service code 29 81 PUTNAM DRIVE, NW · ATLANTA, GA 30342 | Legal | $64,791 |
XEROX CORPORATION3+ years Filed as: XEROX HR SOLUTIONS, LLP Service code 10 P.O. BOX 202617 · DALLAS, TX 753202617 | Accounting | $61,341 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $0 | $451,207-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.0%-35.0pp | 0.0%0pp |
| Annual return | 17.44% | 17.84%-0.4pp | 8.77%+8.7pp | 17.84%-0.4pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $36,356-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $68-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $3,635-100.0% | - |