Filed October 19, 2004 (most recent of 2 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: J.P.MORGAN INVESTMENT MANAGEMENT IN Service code 24 · EIN 13-3200244 | Discretionary Trustee | $1,435,180 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $690,114 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $538,421 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 21 · EIN 52-0556948 | Bank Trustee | $509,850 |
NORTHERN TRUST COMPANY1+ years Service code 13 · EIN 36-2723087 | Contract Administrator | $393,577 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $371,360 |
MERCER1+ years Filed as: MERCER (U.S.) INC. Service code 11 · EIN 13-2834414 | Actuarial | $300,579 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS, L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $269,742 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Service code 28 · EIN 04-3638035 | Investment Management | $251,085 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $245,981 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $295,226-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.7%-14.7pp | 0.0%0pp |
| Annual return | 3.79% | 9.19%-5.4pp | 4.64%-0.9pp | 9.19%-5.4pp |
| Employer contribution / active EE | $17,865 | $12,608+41.7% | $35,349-49.5% | $12,608+41.7% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $461-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $343,074-100.0% | $2,655,710-100.0% |