Filed January 30, 2009 (most recent of 2 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 |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $97,069 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 94-3029777 | Investment Management | $86,781 |
LOGAN CIRCLE PARTNERS, LP1+ years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $86,316 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $78,665 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $78,266 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4861680 | Investment Management | $76,196 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $72,986 |
HEXAVEST INC.1+ years Service code 28 · EIN 27-4751991 | Investment Management | $56,657 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 04-2929221 | Investment Management | $51,829 |
THOMPSON, SIEGEL & WALMSLEY1+ years Filed as: THOMPSON, SIEGEL & WALMSLEY LLC Service code 28 · EIN 54-0854396 | Investment Management | $49,796 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -2.52% | -0.43%-2.1pp | -3.43%+0.9pp | -0.60%-1.9pp |
| Employer contribution / active EE | $15,595 | $10,132+53.9% | $25,607-39.1% | $12,272+27.1% |
| Participant deferral / active EE | $1,501 | $566+165.3% | $77+1838.9% | $416+261.2% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |