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 | $4,184,926 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $1,387,513 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $1,240,598 |
MFS INVESTMENT MANAGEMENT9+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $1,107,494 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $980,750 |
MARATHON ASSET MANAGEMENT9+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $969,879 |
ALTRINSIC GLOBAL ADVISORS, LLC9+ years Filed as: ALTRINSIC GLOBAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $764,975 |
PEPSICO, INC.9+ years Service code 14 · EIN 13-1584302 | Plan Administrator | $741,134 |
NORTHERN TRUST COMPANY9+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $682,463 |
PGIM INVESTMENTS4 years Filed as: JENNISON ASSOCIATES LLC Service code 51 · EIN 13-2631108 | Investment Mgmt Fees | $625,426 |
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 | $101,802-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 9.09% | 13.18%-4.1pp | 9.51%-0.4pp | 13.18%-4.1pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $23,377-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $14-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $769-100.0% | - |