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.6+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $2,958,797 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $506,324 |
M. SCADUTO6+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $360,304 |
PANAGORA ASSET MANAGEMENT5 years Service code 28 · EIN 04-3063840 | Investment Management | $216,628 |
JONES DAY5 years Service code 29 · EIN 34-0319085 | Legal | $212,927 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $193,806 |
MARATHON ASSET MANAGEMENT6+ years Filed as: MARATHON ASSET MANAGEMENT LTD. Service code 28 · EIN 44-6201673 | Investment Management | $180,239 |
WELLINGTON TRUST COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $155,956 |
DAY PITNEY LLP4 years Service code 29 · EIN 06-0317480 | Legal | $149,958 |
BUCK GLOBAL, LLC5 years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $144,471 |
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 | $151,098-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 0.0%0pp |
| Annual return | 25.24% | 19.39%+5.9pp | 11.31%+13.9pp | 19.39%+5.9pp |
| Employer contribution / active EE | $7,325 | $8,446-13.3% | $35,729-79.5% | $8,446-13.3% |
| Participant deferral / active EE | $332 | $353-6.1% | $237+40.2% | $353-6.1% |
| Admin fee / account holder | $0 | $0 | $20,124-100.0% | - |