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, LLC4 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $1,629,918 |
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $1,047,175 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS Service code 28 · EIN 04-3247425 | Investment Management | $1,004,658 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC Service code 11 · EIN 13-3040307 | Actuarial | $852,278 |
SNYDER CAPITAL MANAGEMENT6+ years Filed as: SNYDER CAPITAL MANAGEMENT LP Service code 28 · EIN 04-3370184 | Investment Management | $743,974 |
PIMCO FUNDS4 years Filed as: PACIFIC INVSTMNT MANAGEMENT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $592,053 |
AMERICAN FUNDS6+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $578,049 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $527,158 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $410,864 |
TRUCKER HUSS5 years Service code 29 135 MAIN STREET, 9TH FLOOR · SAN FRANCISCO, CA 94105 | Legal | $97,692 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 18.86% | 13.51%+5.3pp | 10.41%+8.5pp | 13.51%+5.3pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $31,248-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $4-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |