Filed May 5, 2008 (most recent of 3 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 |
|---|---|---|
Filed as: CONDUENT HR SERVICES, LLC Service code 11 · EIN 04-3609848 | Actuarial | $2,180,354 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS Service code 28 · EIN 04-3247425 | Investment Management | $1,000,706 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 11 · EIN 36-3109431 | Actuarial | $887,860 |
Filed as: MORGAN STANLEY INVESTMENT MGMT INC Service code 28 · EIN 13-3040307 | Investment Management | $827,337 |
SNYDER CAPITAL MANAGEMENT3+ years Filed as: SNYDER CAPITAL MANAGEMENT LP Service code 28 · EIN 04-3370184 | Investment Management | $740,860 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $619,452 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $606,221 |
PIMCO FUNDS1 year Filed as: PACIFIC INVSTMNT MANAGEMENT CO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $581,884 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $573,678 |
NUMERIC INVESTORS LLC3+ years Service code 28 · EIN 04-3068821 | Investment Management | $435,223 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $7,764,297-100.0% | $192,869-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -6.31% | -1.95%-4.4pp | -0.77%-5.5pp | -1.95%-4.4pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $29,514-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $36-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $42,257-100.0% | $62,356-100.0% |