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 | $7,537,045 |
MARATHON ASSET MANAGEMENT2 years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $2,088,852 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $1,417,067 |
Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $1,314,275 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $1,173,133 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $1,170,168 |
NORTHERN TRUST COMPANY2 years Service code 15 · EIN 36-1561860 | Recordkeeping | $1,152,580 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $1,147,699 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & CO Service code 51 · EIN 36-2214610 | Investment Mgmt Fees | $1,071,008 |
PEPSICO, INC.2 years Service code 14 · EIN 13-1584302 | Plan Administrator | $1,032,548 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $98,614-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -4.81% | -1.95%-2.9pp | -0.41%-4.4pp | -1.95%-2.9pp |
| Employer contribution / active EE | $1,870 | $9,243-79.8% | $15,396-87.9% | $9,243-79.8% |
| Participant deferral / active EE | $0 | $425-100.0% | $26-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $2,970-100.0% | $62,356-100.0% |