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.
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $1,871,022 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $456,368 |
Service code 28 · EIN 26-0335469 | Investment Management | $350,268 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $328,917 |
HILLCREST ASSET MANAGEMENT4+ years Service code 28 · EIN 26-0741657 | Investment Management | $311,928 |
LAZARD ASSET MANAGEMENT4+ years Service code 28 · EIN 05-0530199 | Investment Management | $265,561 |
Filed as: MATTERHORN INVESTMENT MANAGEMENT LL Service code 28 · EIN 76-0676982 | Investment Management | $264,230 |
SALIENT CAPITAL ADVISORS LLC2 years Filed as: SALIENT CAPITAL ADVISORS Service code 28 · EIN 27-2587653 | Investment Management | $261,728 |
VAQUERO GLOBAL INVESTMENT LP4+ years Service code 28 · EIN 26-1281063 | Investment Management | $229,749 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $226,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,754 | $38,510+31.8% | $74,549-31.9% | $73,367-30.8% |
| Participation rate | 61.0% | 53.5%+7.5pp | 69.1%-8.1pp | 69.5%-8.5pp |
| Annual return | -5.34% | -0.94%-4.4pp | 32.54%-37.9pp | 173.45%-178.8pp |
| Employer contribution / active EE | $1,112 | $774+43.7% | $1,961-43.3% | $2,499-55.5% |
| Participant deferral / active EE | $1,997 | $1,421+40.6% | $3,108-35.8% | $4,033-50.5% |
| Admin fee / account holder | $112 | $52+115.1% | $5,059-97.8% | $68+63.4% |