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 | $4,126,222 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $1,360,536 |
MARATHON ASSET MANAGEMENT1+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $1,336,023 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,267,611 |
ALTRINSIC GLOBAL ADVISORS, LLC1+ years Filed as: ALTRINSIC GLOBAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $1,063,891 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $1,034,410 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $984,710 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 13-2631108 | Investment Mgmt Fees | $768,484 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $727,920 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $599,543 |
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 | 0.00% | 13.51%-13.5pp | 11.38%-11.4pp | 13.51%-13.5pp |
| Employer contribution / active EE | $7,054 | $8,170-13.7% | $18,467-61.8% | $8,170-13.7% |
| Participant deferral / active EE | $0 | $488-100.0% | $71-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $786-100.0% | - |