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 |
|---|---|---|
Filed as: CONDUENT Service code 15 · EIN 04-3609848 | Recordkeeping | $1,316,097 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $823,781 |
Filed as: MACQUAIRE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $640,798 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $625,968 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $565,364 |
Filed as: TRANSAMERICA (FORMERLY AEGON) Service code 50 · EIN 52-0419797 | Direct Payment | $518,016 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 19 · EIN 22-1211670 | Securities Custodian | $424,782 |
Filed as: VOYA Service code 23 · EIN 71-0294708 | Insurance services; Other insurance w... | $73,533 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Direct paymen... | $58,968 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,647 | $96,381+64.6% | $140,019+13.3% | $73,367+116.2% |
| Participation rate | 99.1% | 90.1%+9.0pp | 87.5%+11.6pp | 69.5%+29.6pp |
| Annual return | -4.71% | -4.30%-0.4pp | 651.19%-655.9pp | 173.45%-178.2pp |
| Employer contribution / active EE | $10,149 | $4,168+143.5% | $5,605+81.1% | $2,499+306.1% |
| Participant deferral / active EE | $7,644 | $6,186+23.6% | $6,927+10.4% | $4,033+89.5% |
| Admin fee / account holder | $139 | $100+38.8% | $10,705-98.7% | $68+102.7% |