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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $1,161,584 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2945469 | Actuarial | $783,263 |
MFS INVESTMENT MANAGEMENT7 years Filed as: MFS Service code 28 · EIN 04-3247425 | Investment Management | $752,100 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC Service code 28 · EIN 13-3040307 | Investment Management | $725,195 |
SNYDER CAPITAL MANAGEMENT8+ years Filed as: SNYDER CAPITAL MANAGEMENT LP Service code 28 · EIN 04-3370184 | Investment Management | $595,160 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $448,907 |
AMERICAN FUNDS8+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $446,093 |
PIMCO FUNDS6 years Filed as: PACIFIC INVSTMNT MANAGEMENT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $326,393 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $254,431 |
DELOITTE & TOUCHE LLP6 years Service code 10 · EIN 13-3891517 | Accounting | $83,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 4.22% | 33.11%-28.9pp | 14.20%-10.0pp | 33.11%-28.9pp |
| Employer contribution / active EE | $2,833 | $9,000-68.5% | $29,492-90.4% | $9,000-68.5% |
| Participant deferral / active EE | $0 | $680-100.0% | $125-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |