Filed May 26, 2004
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 CAPITAL1 year Filed as: ARROWSTREET CAPITAL L.P. Service code 28 · EIN 04-3472863 | Investment Management | $2,322,161 |
Filed as: STRATEGIC INVESTMENT MGMT. Service code 28 · EIN 52-1540171 | Investment Management | $1,947,150 |
SCHULTE ROTH & ZABEL LLP2 years Filed as: SCHULTE ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $896,690 |
WELLINGTON TRUST COMPANY9 years Service code 28 · EIN 04-2755549 | Investment Management | $572,205 |
NORTHERN TRUST COMPANY9 years Service code 21 · EIN 36-1561860 | Bank Trustee | $348,761 |
CIRS EMPLOYEE 11 year Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $223,529 |
CIRS EMPLOYEE 11 year Filed as: CIRS EMPLOYEE 2 Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $135,637 |
CIRS EMPLOYEE 11 year Filed as: CIRS EMPLOYEE 3 Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $112,604 |
CIRS EMPLOYEE 11 year Filed as: CIRS EMPLOYEE 4 Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $105,281 |
STEPSTONE GROUP LP1 year Filed as: STEPSTONE GROUP L.P. Service code 16 · EIN 33-1156466 | Consulting | $101,031 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $133,308-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | 10.38% | 7.72%+2.7pp | 7.44%+2.9pp | 7.72%+2.7pp |
| Employer contribution / active EE | $9,169 | $10,549-13.1% | $30,790-70.2% | $10,549-13.1% |
| Participant deferral / active EE | $823 | $275+199.6% | $640+28.5% | $275+199.6% |
| Admin fee / account holder | $0 | $0 | $16,084-100.0% | - |