Filed April 23, 2001 (most recent of 5 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 |
|---|---|---|
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $837,673 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $762,889 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT (FORMALLY XEROX) Service code 15 · EIN 04-3609848 | Recordkeeping | $735,618 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $560,555 |
Filed as: MACQUAIRE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $555,456 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 19 · EIN 23-6994310 | Securities Custodian | $368,826 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $63,245 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,448 | $112,134+50.2% | $149,721+12.5% | $80,976+108.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 68.3%+31.7pp |
| Annual return | 13.97% | 17.23%-3.3pp | 1501.67%-1487.7pp | 22.91%-8.9pp |
| Employer contribution / active EE | $10,650 | $3,991+166.8% | $5,444+95.6% | $2,402+343.3% |
| Participant deferral / active EE | $7,033 | $6,036+16.5% | $6,568+7.1% | $3,848+82.7% |
| Admin fee / account holder | $119 | $109+9.0% | $11,282-98.9% | $67+76.5% |