Filed July 30, 1997 (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 |
|---|---|---|
Filed as: CONDUENT HR SVCS Service code 15 · EIN 81-2983623 | Recordkeeping | $1,196,343 |
Filed as: JP MORGAN US ACTIVE CORE PLUS EQUIT Service code 28 · EIN 13-3200244 | Investment Management | $472,077 |
Service code 14 · EIN 95-1240335 | Plan Administrator | $373,113 |
AON CONSULTING3+ years Service code 11 · EIN 77-0182453 | Actuarial | $301,598 |
XEROX CORPORATION1 year Filed as: XEROX HR SOLUTIONS LLC Service code 15 · EIN 16-0468020 | Recordkeeping | $246,604 |
PAYDEN & RYGEL3+ years Service code 28 · EIN 95-3921788 | Investment Management | $154,017 |
BLACKROCK1 year Filed as: BLACKROCK MSCI ACWI IMI IF Service code 28 · EIN 33-6371939 | Investment Management | $117,049 |
Filed as: RANGER INVESTMENT MANAGEMENT LP Service code 28 · EIN 02-0661004 | Investment Management | $101,917 |
RUSSELL TRUST COMPANY3+ years Filed as: RUSSELL INVESTMENTS Service code 17 · EIN 91-0604934 | Pension Consulting | $71,602 |
SIMPSON & SIMPSON CPAS3+ years Service code 10 · EIN 95-3683803 | Accounting | $67,070 |
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Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $9,655,338-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 7.4%-7.4pp | 5.3%-5.3pp |
| Annual return | 14.88% | 1057.21%-1042.3pp | 11.12%+3.8pp | 1057.21%-1042.3pp |
| Employer contribution / active EE | $4,202 | $14,374-70.8% | $22,651-81.5% | $14,374-70.8% |
| Participant deferral / active EE | $0 | $351-100.0% | $198-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $57,986-100.0% | $81,210-100.0% |