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 | $1,034,811 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $789,808 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 21 · EIN 52-0556948 | Bank Trustee | $601,526 |
NORTHERN TRUST COMPANY2+ years Service code 13 · EIN 36-2723087 | Contract Administrator | $472,364 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $416,265 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $347,380 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Service code 28 · EIN 04-3638035 | Investment Management | $263,581 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 · EIN 51-0294065 | Investment Management | $244,011 |
Service code 28 · EIN 75-2403190 | Investment Management | $229,647 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 | Investment Management | $226,939 |
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 | $0 | $1,867,444-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.3%-11.3pp | 0.0%0pp |
| Annual return | 12.12% | 17.84%-5.7pp | 9.84%+2.3pp | 17.84%-5.7pp |
| Employer contribution / active EE | $19,534 | $14,688+33.0% | $50,102-61.0% | $14,688+33.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $612-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $18,647-100.0% | - |