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: TEMPO HOLDING COMPANY DBA ALIGHT Service code 15 · EIN 82-1061233 | Recordkeeping | $1,214,000 |
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $824,000 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 27 · EIN 20-2159373 | Advisory (Plan) | $548,000 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENTS Service code 28 · EIN 20-8058531 | Investment Management | $517,000 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $383,000 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $370,000 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $211,000 |
BSWIFT1 year Service code 13 · EIN 36-4391310 | Contract Administrator | $173,000 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 22-2370029 | Investment Management | $166,000 |
CALLAN ASSOCIATES5 years Filed as: CALLAN LLC Service code 17 · EIN 94-2192581 | Pension Consulting | $97,000 |
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Participant contribution per participant 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 | -18.37% | -14.80%-3.6pp | 179.55%-197.9pp | -14.80%-3.6pp |
| Employer contribution / active EE | $9,738 | $8,996+8.2% | $24,917-60.9% | $8,996+8.2% |
| Participant deferral / active EE | $183 | $455-59.8% | $463-60.5% | $455-59.8% |
| Admin fee / account holder | $0 | $0 | - | - |