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 |
|---|---|---|
PEPSICO, INC.3+ years Service code 14 · EIN 13-1584302 | Plan Administrator | $31,252,773 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 14 · EIN 04-3523437 | Plan Administrator | $3,458,819 |
MARATHON ASSET MANAGEMENT3+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $1,401,347 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $1,158,901 |
CAMBRIDGE ADVISORY GROUP3+ years Service code 11 · EIN 20-1353830 | Actuarial | $1,000,510 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $847,333 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $795,086 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $738,082 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $729,906 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $667,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | -46.69% | 10.39%-57.1pp | 337.46%-384.2pp | 10.41%-57.1pp |
| Employer contribution / active EE | $0 | $10,969-100.0% | $20,191-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |