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 |
|---|---|---|
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON Service code 28 · EIN 30-0835489 | Investment Management | $1,396,825 |
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET Service code 28 · EIN 45-6500555 | Investment Management | $752,575 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $572,742 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772300 | Investment Management | $509,368 |
Filed as: AUDAX Service code 28 · EIN 04-3477377 | Investment Management | $489,739 |
THE CARLYLE GROUP1 year Filed as: CARLYLE PARTNERS Service code 28 799 9TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $405,214 |
FIDUCIARY MANAGEMENT, INC.8+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $325,292 |
PINEBRIDGE STRUCTURED4 years Filed as: PINEBRIDGE Service code 28 · EIN 06-1078320 | Investment Management | $318,026 |
PGIM INVESTMENTS3 years Filed as: JENNISON ASSOCIATES Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $315,640 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 28 · EIN 04-2333347 | Investment Management | $306,155 |
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -17.72% | -6.02%-11.7pp | -3.21%-14.5pp | 23.41%-41.1pp |
| Employer contribution / active EE | $0 | $11,241-100.0% | $46,051-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |