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 INSTI ASSET MGMT Service code 51 · EIN 04-3532603 | Investment Mgmt Fees | $2,212,849 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 14 · EIN 04-3523437 | Plan Administrator | $1,102,967 |
MARATHON ASSET MANAGEMENT6+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $884,715 |
MFS INVESTMENT MANAGEMENT6+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $850,343 |
ALTRINSIC GLOBAL ADVISORS, LLC6+ years Filed as: ALTRINSIC GLOBAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $726,818 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $642,032 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $536,707 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES LLC Service code 51 · EIN 13-2631108 | Investment Mgmt Fees | $535,895 |
NORTHERN TRUST COMPANY6+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $531,582 |
WILLIAM BLAIR6+ years Filed as: WILLIAM BLAIR & CO Service code 51 · EIN 36-2214610 | Investment Mgmt Fees | $523,570 |
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 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 16.30% | 11.11%+5.2pp | 10.57%+5.7pp | 11.45%+4.8pp |
| Employer contribution / active EE | $0 | $4,670-100.0% | $18,335-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |