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.
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| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS Service code 15 · EIN 04-3609848 | Recordkeeping | $244,477 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $138,710 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 47-0851756 | Actuarial | $64,608 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $47,667 |
COMPENSATION & BENEFIT SOLUTIONS2+ years Service code 49 · EIN 26-0586523 | Other Services | $22,095 |
NORTHERN TRUST COMPANY2+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $18,980 |
Service code 16 · EIN 01-0724563 | Consulting | $8,261 |
Service code 29 · EIN 23-1423089 | Legal | $6,481 |
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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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 9.57% | 17.94%-8.4pp | 5.44%+4.1pp | 7.18%+2.4pp |
| Employer contribution / active EE | $4,250 | $12,263-65.3% | $25,481-83.3% | $13,095-67.5% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |