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 | $1,269,003 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $711,108 |
LSV ASSET MANAGEMENT3 years Service code 28 · EIN 23-2772200 | Investment Management | $702,956 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP, INC. Service code 28 · EIN 04-2659023 | Investment Management | $534,233 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 21 · EIN 52-0556948 | Bank Trustee | $531,758 |
NORTHERN TRUST COMPANY4+ years Service code 13 · EIN 36-2723087 | Contract Administrator | $455,499 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $435,307 |
Service code 28 · EIN 75-2403190 | Investment Management | $337,906 |
COHEN & STEERS3 years Filed as: COHEN & STEERS CAPITAL MANAGEMENT Service code 51 · EIN 13-3353336 | Investment Mgmt Fees | $332,181 |
MERCER4+ years Filed as: MERCER (U.S.) INC. Service code 11 · EIN 13-2834414 | Actuarial | $331,256 |
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 | $341,093,897-100.0% | $671,907-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 0.0%0pp |
| Annual return | 16.38% | 21.83%-5.5pp | 10.76%+5.6pp | 21.83%-5.5pp |
| Employer contribution / active EE | $28,620 | $12,237+133.9% | $68,795-58.4% | $12,237+133.9% |
| Participant deferral / active EE | $0 | $987-100.0% | $229-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $6,717-100.0% | $1,551,325-100.0% |