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.
See peer percentile detail with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTI ASSET MGMT Service code 51 · EIN 04-3532603 | Investment Mgmt Fees | $3,391,975 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $1,439,278 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $1,111,573 |
MFS INVESTMENT MANAGEMENT10+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $1,050,815 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,026,618 |
PGIM INVESTMENTS5 years Filed as: JENNISON ASSOCIATES LLC Service code 51 · EIN 13-2631108 | Investment Mgmt Fees | $820,841 |
PEPSICO, INC.10+ years Service code 14 · EIN 13-1584302 | Plan Administrator | $705,596 |
MARATHON ASSET MANAGEMENT10+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $694,098 |
CAMBRIDGE ADVISORY GROUP10+ years Service code 11 · EIN 20-1353830 | Actuarial | $671,488 |
ALTRINSIC GLOBAL ADVISORS, LLC10+ years Filed as: ALTRINSIC GLOBAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $658,928 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | -2.29% | 8.85%-11.1pp | 8.91%-11.2pp | 8.85%-11.1pp |
| Employer contribution / active EE | $24,958 | $8,529+192.6% | $24,376+2.4% | $8,529+192.6% |
| Participant deferral / active EE | $0 | $399-100.0% | $14-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |