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.
| 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 |
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% | - |