Filed September 30, 2003 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 14 · EIN 04-3523437 | Plan Administrator | $3,960,222 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $1,506,063 |
MARATHON ASSET MANAGEMENT2+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $1,485,268 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $1,014,786 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $940,954 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $841,293 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $797,277 |
ALTRINSIC GLOBAL ADVISORS, LLC2+ years Service code 51 · EIN 30-0016268 | Investment Mgmt Fees | $775,587 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & CO Service code 51 · EIN 36-2214610 | Investment Mgmt Fees | $771,131 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $736,373 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $118,150-100.0% | $111,575-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.1%-28.1pp | 8.4%-8.4pp | 45.6%-45.6pp |
| Annual return | -90.10% | 34.58%-124.7pp | 18.87%-109.0pp | 4.16%-94.3pp |
| Employer contribution / active EE | $0 | $32,305-100.0% | $19,828-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $68-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $350-100.0% | $262-100.0% | $21,465-100.0% |