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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SERVICES, LLC Service code 11 · EIN 04-3609848 | Actuarial | $2,169,814 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS Service code 28 · EIN 04-3247425 | Investment Management | $971,372 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 11 · EIN 36-3109431 | Actuarial | $868,545 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC Service code 28 · EIN 13-3040307 | Investment Management | $831,005 |
SNYDER CAPITAL MANAGEMENT5+ years Filed as: SNYDER CAPITAL MANAGEMENT LP Service code 28 · EIN 04-3370184 | Investment Management | $765,804 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $567,649 |
PIMCO FUNDS3 years Filed as: PACIFIC INVSTMNT MANAGEMENT CO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $555,861 |
AMERICAN FUNDS5+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $550,843 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $504,006 |
TRUCKER HUSS4 years Service code 29 ONE EMBARCADERO CENTER, 12TH FLOOR · SAN FRANCISCO, CA 941113617 | Legal | $112,807 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 12.48% | 13.80%-1.3pp | 9.65%+2.8pp | 13.80%-1.3pp |
| Employer contribution / active EE | $1,174 | $10,386-88.7% | $27,458-95.7% | $10,386-88.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $33-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |