Filed April 27, 2007 (most recent of 2 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 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION3+ years Filed as: XEROX HR SOLUTIONS Service code 15 · EIN 04-3609848 | Recordkeeping | $368,268 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $256,959 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 47-0851756 | Actuarial | $70,188 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $49,048 |
NORTHERN TRUST COMPANY3+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $44,138 |
COMPENSATION & BENEFIT SOLUTIONS3+ years Service code 49 · EIN 26-0586523 | Other Services | $24,998 |
ANTON COLLINS MITCHELL LLP2 years Service code 16 · EIN 01-0724563 | Consulting | $7,232 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 14.85% | 15.82%-1.0pp | 16.78%-1.9pp | 17.84%-3.0pp |
| Employer contribution / active EE | $128,098 | $19,885+544.2% | $26,328+386.5% | $14,688+772.1% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |