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 | $4,558,511 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $1,511,376 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $1,351,346 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $1,206,358 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,068,300 |
MARATHON ASSET MANAGEMENT3+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $1,056,460 |
ALTRINSIC GLOBAL ADVISORS, LLC3+ years Filed as: ALTRINSIC GLOBAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $833,264 |
PEPSICO, INC.3+ years Service code 14 · EIN 13-1584302 | Plan Administrator | $807,294 |
NORTHERN TRUST COMPANY3+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $743,386 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 13-2631108 | Investment Mgmt Fees | $681,257 |
Employer contribution per participant 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 | $101,802-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 11.45% | 13.18%-1.7pp | 9.51%+1.9pp | 13.18%-1.7pp |
| Employer contribution / active EE | $2,074 | $8,469-75.5% | $23,377-91.1% | $8,469-75.5% |
| Participant deferral / active EE | $0 | $322-100.0% | $14-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $769-100.0% | - |