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.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $174,193 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $97,765 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT MGMT LTD Service code 28 · EIN 13-3040307 | Investment Management | $78,040 |
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT L.P. Service code 28 · EIN 04-3370184 | Investment Management | $68,456 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $65,138 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $58,863 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS, LLC Service code 14 · EIN 04-3609848 | Plan Administrator | $57,911 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $54,779 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $53,082 |
NUMERIC INVESTORS LLC1+ years Service code 28 · EIN 04-3068821 | Investment Management | $45,351 |
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.
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.
Plan reported a final filing / termination within the last year.
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 | $142,953-100.0% | $139,743-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 35.1%-35.1pp | 22.6%-22.6pp | 45.6%-45.6pp |
| Annual return | -87.42% | 4.04%-91.5pp | 4.96%-92.4pp | 4.16%-91.6pp |
| Employer contribution / active EE | $0 | $35,442-100.0% | $29,749-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $26-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $3,369-100.0% | $21,465-100.0% |