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 | $3,289,946 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $1,084,791 |
MARATHON ASSET MANAGEMENT7+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $1,065,247 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,010,700 |
ALTRINSIC GLOBAL ADVISORS, LLC7+ years Filed as: ALTRINSIC GLOBAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $848,268 |
TIMES SQUARE CAPITAL MANAGEMENT7+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $824,763 |
MFS INVESTMENT MANAGEMENT7+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $785,135 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES LLC Service code 51 · EIN 13-2631108 | Investment Mgmt Fees | $612,733 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $580,390 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $478,032 |
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 | $0 | $38,981-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 35.25% | 19.39%+15.9pp | 11.38%+23.9pp | 19.39%+15.9pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $18,467-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $71-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $786-100.0% | - |