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 |
|---|---|---|
GCM GROSVENOR6+ years Service code 28 · EIN 80-0952472 | Investment Management | $2,105,386 |
PIMCO FUNDS3 years Filed as: PIMCO BRAVO FD III ONSHORE Service code 28 · EIN 32-0494577 | Investment Management | $1,466,322 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SERVICES Service code 15 · EIN 81-2983623 | Recordkeeping | $1,379,676 |
TSG8 LP2 years Service code 28 · EIN 98-1453466 | Investment Management | $1,227,434 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $1,039,660 |
ACUITAS INVESTMENT LLC3 years Service code 28 · EIN 27-3889854 | Investment Management | $715,047 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENT MGMT Service code 28 · EIN 91-1116938 | Investment Management | $696,792 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL IMPLEMENTATION Service code 16 · EIN 91-0604934 | Consulting | $601,320 |
TSG7 A LP1 year Service code 28 · EIN 35-2543421 | Investment Management | $589,796 |
PIMCO FUNDS3 years Filed as: PIMCO CORP OPP II OSHR Service code 28 · EIN 38-3976443 | Investment Management | $573,451 |
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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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 18.23% | 13.80%+4.4pp | 8.35%+9.9pp | 13.80%+4.4pp |
| Employer contribution / active EE | $3,522 | $10,386-66.1% | $27,010-87.0% | $10,386-66.1% |
| Participant deferral / active EE | $0 | $448-100.0% | $180-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |