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, LLC7 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $3,332,193 |
STATE STREET GLOBAL ADVISORS4 years Service code 28 · EIN 74-0537175 | Investment Management | $672,078 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $668,640 |
Filed as: MATTERHORN INVESTMENT MANAGEMENT LL Service code 28 · EIN 76-0676982 | Investment Management | $399,225 |
Filed as: HOISINGTON Service code 28 · EIN 74-2126765 | Investment Management | $293,177 |
HS MANAGEMENT PARTNERS, LLC5 years Service code 28 · EIN 26-0335469 | Investment Management | $278,334 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $178,714 |
LAZARD ASSET MANAGEMENT8+ years Service code 28 · EIN 74-2126765 | Investment Management | $115,972 |
ERNST & YOUNG LLP8+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $53,899 |
VAQUERO GLOBAL INVESTMENT LP8+ years Service code 28 · EIN 26-1281063 | Investment Management | $24,199 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,173 | $47,540+11.8% | $79,591-33.2% | $89,433-40.5% |
| Participation rate | 54.8% | 54.9%-0.1pp | 69.5%-14.7pp | 71.3%-16.5pp |
| Annual return | -13.15% | -8.05%-5.1pp | 0.18%-13.3pp | -11.88%-1.3pp |
| Employer contribution / active EE | $1,175 | $1,122+4.8% | $2,413-51.3% | $3,021-61.1% |
| Participant deferral / active EE | $2,133 | $1,961+8.7% | $3,986-46.5% | $5,125-58.4% |
| Admin fee / account holder | $98 | $59+67.3% | $6,815-98.6% | $79+23.4% |