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 | $3,204,263 |
MARATHON ASSET MANAGEMENT5+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $1,240,404 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $940,356 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $854,455 |
TIMES SQUARE CAPITAL MANAGEMENT5+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $711,795 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $684,068 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $679,364 |
DODGE & COX5+ years Filed as: DODGE AND COX Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $613,986 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $590,146 |
WILLIAM BLAIR5+ years Filed as: WILLIAM BLAIR & CO Service code 51 · EIN 36-2214610 | Investment Mgmt Fees | $545,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,244-100.0% | $204,001-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 2.8%-2.8pp |
| Annual return | 24.88% | 38.09%-13.2pp | -100.31%+125.2pp | 16.32%+8.6pp |
| Employer contribution / active EE | $0 | $10,322-100.0% | $18,686-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,604-100.0% | $127-100.0% |