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 | $3,345,859 |
MARATHON ASSET MANAGEMENT1+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $1,399,838 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $1,294,465 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMP. Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $1,117,895 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $1,064,516 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $996,886 |
VONTOBEL USA INC1+ years Service code 51 · EIN 13-3223264 | Investment Mgmt Fees | $931,469 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $877,954 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $827,358 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & CO Service code 51 · EIN 36-2214610 | Investment Mgmt Fees | $821,967 |
Employer 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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $19,623-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 12.5%-12.5pp | 9.2%-9.2pp |
| Annual return | -1.12% | -0.08%-1.0pp | -0.97%-0.2pp | -0.08%-1.0pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $22,441-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $183-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $2,730-100.0% | $275-100.0% |