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 SERVICES Service code 15 · EIN 81-2983623 | Recordkeeping | $1,441,968 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN US ACTIVE CORE PLUS EQUIT Service code 28 · EIN 13-3200244 | Investment Management | $897,653 |
Service code 14 · EIN 95-1240335 | Plan Administrator | $838,385 |
AON CONSULTING4+ years Service code 11 · EIN 77-0182453 | Actuarial | $307,630 |
PAYDEN & RYGEL4+ years Service code 28 · EIN 95-3921788 | Investment Management | $172,953 |
Filed as: RANGER INVESTMENT MANAGEMENT LP Service code 28 · EIN 02-0661004 | Investment Management | $134,153 |
BLACKROCK2 years Filed as: BLACKROCK MSCI ACWI IMI IF Service code 28 · EIN 33-6371939 | Investment Management | $96,182 |
Filed as: BNY MELLON ASSET MGMT OF NO. AMERIC Service code 28 · EIN 25-1442864 | Investment Management | $87,171 |
SIMPSON & SIMPSON CPAS1 year Filed as: SIMPSON & SIMPSON CPA'S Service code 10 · EIN 95-3683803 | Accounting | $67,291 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSEL INVESTMENT CAPITAL LLC Service code 17 · EIN 91-1659779 | Pension Consulting | $65,794 |
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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 | $7,764,297-100.0% | $221,583-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -3.15% | -1.95%-1.2pp | -6.55%+3.4pp | -1.95%-1.2pp |
| Employer contribution / active EE | $4,716 | $9,243-49.0% | $21,653-78.2% | $9,243-49.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $160-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,920-100.0% | $62,356-100.0% |