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 | $4,822,354 |
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $1,317,219 |
NORTHERN TRUST COMPANY8+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $1,266,643 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $1,251,503 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,249,903 |
MFS INVESTMENT MANAGEMENT8+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $1,243,449 |
MARATHON ASSET MANAGEMENT8+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $1,058,152 |
DODGE & COX8+ years Filed as: DODGE AND COX Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $866,919 |
ALTRINSIC GLOBAL ADVISORS, LLC8+ years Filed as: ALTRINSIC GLOBAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $710,987 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $710,863 |
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 | $1,469,698-100.0% | $75,030-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | 0.90% | 7.68%-6.8pp | -2.63%+3.5pp | 7.68%-6.8pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $29,813-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $8-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $838-100.0% | $19,323-100.0% |