Filed January 28, 2006
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.
| Provider | Service type | Compensation |
|---|---|---|
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET Service code 28 · EIN 45-6500555 | Investment Management | $744,217 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 30-0835489 | Investment Management | $581,567 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $581,167 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $446,640 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772300 | Investment Management | $372,224 |
FIDUCIARY MANAGEMENT, INC.7+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $313,633 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 04-2333347 | Investment Management | $300,296 |
Filed as: PRUDENTIAL Service code 28 · EIN 06-1050034 | Investment Management | $294,239 |
Filed as: AUDAX Service code 28 · EIN 04-3477377 | Investment Management | $266,933 |
Filed as: WILLIS TOWERS WATSON, LLC Service code 11 · EIN 53-0181291 | Actuarial | $218,862 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 11.80% | 12.07%-0.3pp | 8.95%+2.9pp | 15.63%-3.8pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |