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 INSTI ASSET MGMT Service code 51 · EIN 04-3532603 | Investment Mgmt Fees | $5,685,663 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 14 · EIN 04-3523437 | Plan Administrator | $2,833,948 |
MARATHON ASSET MANAGEMENT4 years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $2,273,174 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $2,184,860 |
Filed as: ALTRINSIC GLOBAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $1,867,475 |
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $1,649,628 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $1,379,007 |
PGIM INVESTMENTS4 years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 13-2631108 | Investment Mgmt Fees | $1,376,922 |
NORTHERN TRUST COMPANY4 years Service code 15 · EIN 36-1561860 | Recordkeeping | $1,365,838 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR & CO Service code 51 · EIN 36-2214610 | Investment Mgmt Fees | $1,345,253 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 13.39% | 13.80%-0.4pp | 10.57%+2.8pp | 13.80%-0.4pp |
| Employer contribution / active EE | $5,963 | $10,386-42.6% | $18,335-67.5% | $10,386-42.6% |
| Participant deferral / active EE | $0 | $448-100.0% | $5-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |