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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 14 · EIN 04-3523437 | Plan Administrator | $8,358,232 |
CAMBRIDGE ADVISORY GROUP2+ years Service code 11 · EIN 20-1353830 | Actuarial | $1,627,362 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $1,565,384 |
MARATHON ASSET MANAGEMENT2+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $1,543,769 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,542,701 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $1,054,756 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $874,429 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $828,680 |
ALTRINSIC GLOBAL ADVISORS, LLC2+ years Filed as: ALTRINSIC GLOBAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $806,135 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & CO Service code 51 · EIN 36-2214610 | Investment Mgmt Fees | $801,504 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $111,575-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 8.4%-8.4pp | 4.2%-4.2pp |
| Annual return | 104.81% | 10.64%+94.2pp | 18.87%+85.9pp | 10.64%+94.2pp |
| Employer contribution / active EE | $4,943 | $11,561-57.2% | $19,828-75.1% | $11,561-57.2% |
| Participant deferral / active EE | $0 | $347-100.0% | $68-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $262-100.0% | $312-100.0% |