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 INSTI ASSET MGMT Service code 51 · EIN 04-3532603 | Investment Mgmt Fees | $3,033,301 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $1,000,168 |
MARATHON ASSET MANAGEMENT5 years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $982,148 |
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $931,857 |
Filed as: ALTRINSIC GLOBAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $782,096 |
Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $760,424 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $723,888 |
PGIM INVESTMENTS5 years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 13-2631108 | Investment Mgmt Fees | $564,934 |
Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $535,114 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $440,741 |
Annual investment return 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 | $0 | $38,981-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -71.11% | 19.39%-90.5pp | 11.38%-82.5pp | 19.39%-90.5pp |
| Employer contribution / active EE | $17,703 | $8,446+109.6% | $18,467-4.1% | $8,446+109.6% |
| Participant deferral / active EE | $0 | $353-100.0% | $71-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $786-100.0% | - |