Filed October 22, 2004
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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $757,585 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $225,627 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $222,633 |
Filed as: BARROW, HANLEY, MEWHINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $167,268 |
Filed as: PRUDENTIAL TRUST CO/JENNISON Service code 28 · EIN 23-6994310 | Investment Management | $157,891 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 26-0356040 | Investment Management | $144,327 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $115,426 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 28 · EIN 52-1309931 | Investment Management | $99,480 |
BLACKSTONE2+ years Filed as: BLACKSTONE PARK AVE NT FUND LP Service code 28 · EIN 13-4032108 | Investment Management | $88,357 |
MILLIGAN & COMPANY LLC2+ years Service code 10 · EIN 23-3010968 | Accounting | $69,066 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 5.26% | 5.69%-0.4pp | 3.97%+1.3pp | 9.19%-3.9pp |
| Employer contribution / active EE | $15,866 | $14,808+7.1% | $28,168-43.7% | $12,608+25.8% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |