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 | $611,766 |
Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $167,103 |
NORTHERN TRUST COMPANY6 years Service code 15 · EIN 36-1561860 | Recordkeeping | $160,687 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $158,766 |
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $158,563 |
MFS INVESTMENT MANAGEMENT6 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $157,744 |
MARATHON ASSET MANAGEMENT6 years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $134,238 |
DODGE & COX6 years Filed as: DODGE AND COX Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $109,978 |
Filed as: ALTRINSIC GLOBAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $90,196 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $90,180 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,030-100.0% | $75,030-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.4%-44.4pp |
| Annual return | -98.07% | -10.20%-87.9pp | -2.63%-95.4pp | -14.65%-83.4pp |
| Employer contribution / active EE | $0 | $48,508-100.0% | $29,813-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,582-100.0% |