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.
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 |
|---|---|---|
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 | Other fees; Direct payment from the p... | $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 | 651.17%-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% |