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.
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| 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 | Other insurance wrap fees; Direct pay... | $283,669 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Other fees; Custodial (other than sec... | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,096 | $121,259+51.8% | $162,185+13.5% | $89,609+105.4% |
| Participation rate | 99.1% | 90.0%+9.0pp | 87.6%+11.5pp | 69.6%+29.5pp |
| Annual return | 18.87% | 22.23%-3.4pp | 115.61%-96.7pp | 33.65%-14.8pp |
| Employer contribution / active EE | $11,700 | $4,435+163.8% | $5,613+108.4% | $2,584+352.8% |
| Participant deferral / active EE | $8,096 | $6,620+22.3% | $7,297+10.9% | $4,222+91.7% |
| Admin fee / account holder | $140 | $101+39.1% | $10,844-98.7% | $72+95.8% |