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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $1,994,276 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $796,231 |
Filed as: CONDUENT INC Service code 12 | Participant loan processing; Recordke... | $784,806 |
Service code 28 · EIN 41-1923871 | Investment Management | $530,072 |
WESTWOOD TRUST2+ years Filed as: WESTWOOD MANAGEMENT CORPORATION Service code 28 · EIN 13-3160186 | Investment Management | $485,077 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 27 · EIN 13-4064930 | Advisory (Plan) | $463,299 |
JACKSON SQUARE PARTNERS2+ years Service code 28 · EIN 80-0945254 | Investment Management | $452,824 |
AJO2+ years Filed as: AJO, L.P. Service code 28 · EIN 23-2312104 | Investment Management | $360,487 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 50 · EIN 94-1737782 | Direct Payment | $282,251 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $253,146 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,812 | $329,111-24.1% | $88,497+182.3% | $329,111-24.1% |
| Participation rate | 95.9% | 67.9%+28.0pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | 10.39% | 16.35%-6.0pp | 7.63%+2.8pp | 16.35%-6.0pp |
| Employer contribution / active EE | $5,492 | $2,303+138.4% | $4,036+36.1% | $2,303+138.4% |
| Participant deferral / active EE | $10,248 | $3,682+178.3% | $4,899+109.2% | $3,682+178.3% |
| Admin fee / account holder | $435 | $754-42.3% | $6,220-93.0% | $754-42.3% |