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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 14 · EIN 04-3523437 | Plan Administrator | $8,417,999 |
Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $1,914,989 |
Filed as: JP MORGAN CHASE BANK Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $1,583,678 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $1,578,903 |
PEPSICO, INC.1 year Service code 14 · EIN 13-1584302 | Plan Administrator | $1,255,810 |
Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $1,157,911 |
Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $1,008,615 |
Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $997,442 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $912,331 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & CO Service code 51 · EIN 36-2214610 | Investment Mgmt Fees | $906,550 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $107,664-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 10.0%-10.0pp | 5.3%-5.3pp |
| Annual return | 247763.37% | 1057.21%+246706.2pp | 337.46%+247425.9pp | 1057.21%+246706.2pp |
| Employer contribution / active EE | $17,741 | $14,374+23.4% | $20,191-12.1% | $14,374+23.4% |
| Participant deferral / active EE | $0 | $351-100.0% | $30-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,663-100.0% | $81,210-100.0% |