Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$94.6M in admin expenses, $374 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 14 by compensation.
| Provider | Compensation |
|---|---|
BNY MELLON11+ years Filed as: THE BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 Investment management; Direct payment... | $2,188,983 |
CONDUENT HR CONSULTING, LLC9 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 Direct payment from the plan; Copying... | $824,671 |
PWC2 years Filed as: PWC US TAX LLP Service code 10 · EIN 92-0460586 Accounting | $603,107 |
ALSTON & BIRD LLP3 years Service code 29 · EIN 58-0137615 Legal | $398,913 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 16 · EIN 13-3575636 Consulting | $345,068 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 Actuarial | $266,670 |
RR DONNELLEY11+ years Service code 36 · EIN 36-1004130 Copying and duplicating; Direct payme... | $254,639 |
THOMAS S. TERRY1 year Service code 29 130 E RANDOLPH ST · CHICAGO, IL 60601 Legal | $168,478 |
Filed as: QDRO BENEFITS FIRM Service code 29 · EIN 84-2015520 Legal | $155,964 |
FACTSET RESEARCH SYSTEMS INC3 years Filed as: FACTSET RESEARCH SYSTEMS, INC. Service code 36 · EIN 13-3362547 Direct payment from the plan; Copying... | $148,323 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Chelsea Swirsky Willis Towers Watson US LLC Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed December 16, 2016 (most recent of 4 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
10 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025