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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: TEMPO HOLDING COMPANY LLC DBA ALIGH Service code 15 · EIN 82-1061233 | Recordkeeping | $1,384,000 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $945,000 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 27 · EIN 20-2159373 | Advisory (Plan) | $466,000 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENTS Service code 28 · EIN 20-8058531 | Investment Management | $451,000 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $377,000 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $328,000 |
CALLAN ASSOCIATES4 years Filed as: CALLAN LLC Service code 17 · EIN 94-2192581 | Pension Consulting | $93,000 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 22-2370029 | Investment Management | $64,000 |
PARKLEXINGTON ADVISORS LLC2 years Filed as: PARK LEXINGTON ADVISORS, LLC Service code 27 · EIN 46-1385941 | Advisory (Plan) | $54,000 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $42,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $765,066-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.0%0pp |
| Annual return | 0.75% | 19.39%-18.6pp | 8.31%-7.6pp | 19.39%-18.6pp |
| Employer contribution / active EE | $68 | $8,446-99.2% | $21,002-99.7% | $8,446-99.2% |
| Participant deferral / active EE | $111 | $353-68.5% | $224-50.2% | $353-68.5% |
| Admin fee / account holder | $0 | $0 | $724-100.0% | - |