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 |
|---|---|---|
BELK STORE SERVICES4+ years Service code 14 · EIN 56-0616731 | Plan Administrator | $434,577 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $278,056 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $266,049 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 14 · EIN 56-6113694 | Plan Administrator | $264,443 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $232,717 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR Service code 10 P.O. BOX 202617 · DALLAS, TX 75320 | Accounting | $89,363 |
BLACKROCK4+ years Service code 28 · EIN 26-4299518 | Investment Management | $75,874 |
SUSAN FLAHERTY4+ years Filed as: SUSAN REISNER Service code 29 81 PUTNAM DRIVE, NW · ATLANTA, GA 30342 | Legal | $36,086 |
BKD, LLP4+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $17,400 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 23 P.O. BOX 203508 · DALLAS, TX 753203508 | Direct payment from the plan; Insuran... | $16,128 |
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 | $21,578,776-100.0% | $298,592-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.5%-44.5pp | 0.0%0pp |
| Annual return | -4.75% | 33.37%-38.1pp | -0.25%-4.5pp | 33.37%-38.1pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $39,776-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $0-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $18,607-100.0% | $99,113-100.0% |