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 MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $1,169,353 |
THE CARLYLE GROUP1 year Filed as: CARLYLE ASSET MANAGEMENT LLC Service code 28 799 9TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $972,829 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL L.P. Service code 28 · EIN 45-6500555 | Investment Management | $932,386 |
Filed as: BROOKFIELD ASSET MANAGEMENT Service code 28 · EIN 46-5153541 | Investment Management | $849,755 |
APOLLO1 year Filed as: APOLLO CAPITAL MANAGEMENT L.P. Service code 28 · EIN 20-8880053 | Investment Management | $773,187 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES LLC Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $570,173 |
Filed as: AUDAX MANAGEMENT CO. LLC Service code 28 · EIN 04-3477377 | Investment Management | $518,386 |
Filed as: ROCKPORT INVESTMENT PARTNERS Service code 28 10 SUNSET DRIVE · WESTON, CT 06883 | Investment Management | $500,633 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772300 | Investment Management | $483,884 |
BLACKSTONE1 year Filed as: BLACKSTONE INC. Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $422,104 |
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 13.24% | 8.84%+4.4pp | 12.68%+0.6pp | 9.11%+4.1pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |