Filed December 8, 2004 (most recent of 2 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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC9 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $2,915,222 |
HS MANAGEMENT PARTNERS, LLC7 years Service code 28 · EIN 26-0335469 | Investment Management | $212,714 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $182,692 |
STATE STREET GLOBAL ADVISORS6 years Service code 28 · EIN 74-0537175 | Investment Management | $165,008 |
Filed as: HOISINGTON Service code 28 · EIN 74-2126765 | Investment Management | $145,546 |
REAMS ASSET MANAGEMENT2 years Service code 28 · EIN 35-1913089 | Investment Management | $102,898 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $93,298 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $31,900 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,871 | $57,150+6.5% | $93,606-35.0% | $106,382-42.8% |
| Participation rate | 54.6% | 49.1%+5.5pp | 68.7%-14.1pp | 69.9%-15.2pp |
| Annual return | 11.95% | 15.81%-3.9pp | 133.20%-121.2pp | 17.37%-5.4pp |
| Employer contribution / active EE | $1,247 | $1,015+22.8% | $2,420-48.5% | $3,364-62.9% |
| Participant deferral / active EE | $2,180 | $1,853+17.7% | $4,411-50.6% | $5,569-60.8% |
| Admin fee / account holder | $54 | $64-16.0% | $8,285-99.3% | $79-31.8% |