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 | $4,293,771 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $1,821,927 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $1,407,097 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $1,330,186 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,299,556 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 13-2631108 | Investment Mgmt Fees | $1,039,072 |
PEPSICO, INC.4+ years Service code 14 · EIN 13-1584302 | Plan Administrator | $893,188 |
MARATHON ASSET MANAGEMENT4+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $878,632 |
CAMBRIDGE ADVISORY GROUP4+ years Service code 11 · EIN 20-1353830 | Actuarial | $850,012 |
ALTRINSIC GLOBAL ADVISORS, LLC4+ years Filed as: ALTRINSIC GLOBAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $834,112 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 4.44% | 8.85%-4.4pp | 8.92%-4.5pp | 8.85%-4.4pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $24,457-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $14-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |