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.
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $308,024 |
INCOME RESEARCH & MANAGEMENT7+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $296,237 |
BUCK GLOBAL, LLC2 years Service code 11 · EIN 83-1116912 420 LEXINGTON AVE · NEW YORK, NY 10170 | Actuarial | $232,766 |
BELK STORE SERVICES7+ years Service code 14 · EIN 56-0616731 | Plan Administrator | $217,858 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 14 · EIN 56-6113694 | Plan Administrator | $216,088 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 50 · EIN 52-1868818 | Direct Payment | $198,042 |
CONDENT HR3 years Service code 10 PO BOX 202617 · DALLAS, TX 75320 | Accounting | $72,693 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $42,625 |
SUSAN FLAHERTY7+ years Filed as: SUSAN REISNER Service code 29 81 PUTNAM DRIVE NW · ATLANTA, GA 30342 | Legal | $28,890 |
BLACKROCK7+ years Service code 28 · EIN 26-4299518 | Investment Management | $22,971 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $116,667-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 33.4%-33.4pp | 0.7%-0.7pp |
| Annual return | -9.12% | 13.24%-22.4pp | 7.88%-17.0pp | 13.24%-22.4pp |
| Employer contribution / active EE | $0 | $14,616-100.0% | $39,100-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $830-100.0% | $53-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $15,347-100.0% | $4,137-100.0% |