Filed December 15, 2009
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 15 · EIN 82-1061233 | Recordkeeping | $1,132,000 |
PIMCO FUNDS8 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $560,000 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $462,000 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 20-2159373 | Investment Management | $370,000 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENTS Service code 28 · EIN 20-8058531 | Investment Management | $352,000 |
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $336,000 |
CALLAN ASSOCIATES7 years Filed as: CALLAN LLC Service code 16 · EIN 94-2192581 | Consulting | $129,000 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $123,000 |
BSWIFT3 years Service code 13 · EIN 36-4391310 | Contract Administrator | $118,000 |
Filed as: BLUE CROSS BLUE SHIELD Service code 13 · EIN 36-1236610 | Contract Administrator | $67,000 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 1.71% | 18.61%-16.9pp | 4.95%-3.2pp | 9.30%-7.6pp |
| Employer contribution / active EE | $25,501 | $11,871+114.8% | $20,917+21.9% | $12,551+103.2% |
| Participant deferral / active EE | $208 | $119+75.0% | $188+11.0% | $2,867-92.7% |
| Admin fee / account holder | $0 | $0 | - | - |