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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT Service code 15 · EIN 04-3609848 | Recordkeeping | $1,212,619 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $952,535 |
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $856,309 |
Filed as: MACQUAIRE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $710,211 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-3608252 | Securities Custodian | $525,000 |
Filed as: TRANSAMERICA Service code 50 · EIN 52-0419797 | Direct Payment | $489,107 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 19 · EIN 22-2540245 | Securities Custodian | $336,768 |
Filed as: VOYA Service code 23 · EIN 71-0294708 | Direct payment from the plan; Insuran... | $283,669 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $47,733 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,096 | $121,259+51.8% | $162,163+13.5% | $89,569+105.5% |
| Participation rate | 99.1% | 90.0%+9.0pp | 87.6%+11.5pp | 69.6%+29.5pp |
| Annual return | 18.87% | 22.23%-3.4pp | 115.59%-96.7pp | 34.56%-15.7pp |
| Employer contribution / active EE | $11,700 | $4,435+163.8% | $5,614+108.4% | $2,584+352.8% |
| Participant deferral / active EE | $8,096 | $6,620+22.3% | $7,298+10.9% | $4,220+91.8% |
| Admin fee / account holder | $140 | $101+39.1% | $10,843-98.7% | $72+95.8% |