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 LLC2 years Filed as: TEMPO HOLDING COMPANY DBA ALIGHT Service code 15 · EIN 82-1061233 | Recordkeeping | $1,051,000 |
PIMCO FUNDS7 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $720,000 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $511,000 |
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $495,000 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 27 · EIN 20-2159373 | Advisory (Plan) | $473,000 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL INVESTMENTS Service code 28 · EIN 20-8058531 | Investment Management | $458,000 |
BSWIFT2 years Service code 13 · EIN 36-4391310 | Contract Administrator | $166,000 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $155,000 |
CALLAN ASSOCIATES6 years Filed as: CALLAN LLC Service code 17 · EIN 94-2192581 | Pension Consulting | $100,000 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 22-2370029 | Investment Management | $82,000 |
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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.
Employer 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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 7.85% | 8.28%-0.4pp | 8.46%-0.6pp | 9.11%-1.3pp |
| Employer contribution / active EE | $89 | $8,225-98.9% | $25,175-99.6% | $12,231-99.3% |
| Participant deferral / active EE | $212 | $294-27.9% | $181+17.5% | $1,272-83.3% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |