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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $3,681,158 |
ARROWSTREET CAPITAL3+ years Service code 28 · EIN 04-3472863 | Investment Management | $688,874 |
DAY PITNEY LLP1 year Service code 29 · EIN 06-0317480 | Legal | $410,075 |
NUMERIC INVESTORS LLC2 years Service code 51 · EIN 04-3068821 | Investment Mgmt Fees | $357,727 |
PANAGORA ASSET MANAGEMENT2 years Service code 28 · EIN 04-3063840 | Investment Management | $355,340 |
Filed as: GENESIS INVESTMENT MANAGEMENT LLP Service code 51 · EIN 98-0425770 | Investment Mgmt Fees | $310,764 |
M. SCADUTO3+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $266,653 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON ASSET MANAGEMENT LTD. Service code 28 · EIN 44-6201673 | Investment Management | $263,452 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $215,000 |
Filed as: CONDUENT CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $206,000 |
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 | $145,218-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 7.59% | 73.13%-65.5pp | -0.67%+8.3pp | 73.13%-65.5pp |
| Employer contribution / active EE | $6,663 | $8,421-20.9% | $31,731-79.0% | $8,421-20.9% |
| Participant deferral / active EE | $19 | $293-93.4% | $473-95.9% | $293-93.4% |
| Admin fee / account holder | $0 | $0 | $28,383-100.0% | - |