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 INSTITUTIONAL OPERATIONS Service code 14 · EIN 04-3523437 | Plan Administrator | $5,550,120 |
MARATHON ASSET MANAGEMENT3 years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $2,148,509 |
Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $1,628,795 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $1,480,005 |
Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $1,232,903 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $1,184,877 |
PGIM INVESTMENTS3 years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $1,176,729 |
PEPSICO, INC.3 years Service code 14 · EIN 13-1584302 | Plan Administrator | $1,066,245 |
DODGE & COX3 years Filed as: DODGE AND COX Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $1,063,488 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $1,022,194 |
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 | $894,319,009-100.0% | $204,001-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 22.90% | 24.48%-1.6pp | -100.31%+123.2pp | 24.48%-1.6pp |
| Employer contribution / active EE | $7,146 | $9,418-24.1% | $18,686-61.8% | $9,418-24.1% |
| Participant deferral / active EE | $0 | $501-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,604-100.0% | $2,968,729-100.0% |