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.9+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $2,002,714 |
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $1,412,975 |
SCHULTE ROTH & ZABEL LLP1 year Filed as: SCHULTE ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $896,690 |
M. SCADUTO9+ years Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $257,102 |
NORTHERN TRUST COMPANY8 years Service code 21 · EIN 36-1561860 | Bank Trustee | $215,044 |
WELLINGTON TRUST COMPANY8 years Service code 28 · EIN 04-2755549 | Investment Management | $213,249 |
NUMERIC INVESTORS LLC8 years Service code 51 · EIN 04-3068821 | Investment Mgmt Fees | $210,121 |
R. SCHEER9+ years Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $186,954 |
R. SINGH2 years Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $168,889 |
M. KOLLE9+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $133,927 |
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 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 8.74% | 8.48%+0.3pp | 8.34%+0.4pp | 8.48%+0.3pp |
| Employer contribution / active EE | $8,799 | $9,949-11.6% | $30,790-71.4% | $9,949-11.6% |
| Participant deferral / active EE | $660 | $734-10.1% | $252+161.7% | $734-10.1% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |