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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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% | - |