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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES Service code 15 · EIN 81-2983623 | Recordkeeping | $1,347,596 |
TSG8 LP1 year Service code 28 · EIN 98-1453466 | Investment Management | $392,229 |
AON CONSULTING5+ years Service code 11 · EIN 77-0182453 | Actuarial | $386,852 |
PAYDEN & RYGEL5+ years Service code 28 · EIN 95-3921788 | Investment Management | $328,589 |
TSG6 LP1 year Service code 28 · EIN 45-5531106 | Investment Management | $208,327 |
PIMCO FUNDS1 year Filed as: PIMCO BRAVO FD II ONSHORE Service code 28 · EIN 33-0629048 | Investment Management | $190,126 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN US ACTIVE CORE PLUS EQUIT Service code 28 · EIN 13-3200244 | Investment Management | $117,279 |
Filed as: RANGER INVESTMENT MANAGEMENT LP Service code 28 · EIN 02-0661004 | Investment Management | $92,774 |
Service code 14 · EIN 95-1240335 | Plan Administrator | $84,708 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 04-1107280 | Other fees; Custodial (other than sec... | $83,181 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $894,319,009-100.0% | - | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 22.38% | 24.48%-2.1pp | 13.45%+8.9pp | 24.48%-2.1pp |
| Employer contribution / active EE | $2,747 | $9,418-70.8% | $26,057-89.5% | $9,418-70.8% |
| Participant deferral / active EE | $0 | $501-100.0% | $181-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | - | $2,968,729-100.0% |