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 27 · EIN 13-3200244 | Advisory (Plan) | $1,282,664 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 28 · EIN 04-2659023 | Investment Management | $1,266,692 |
LSV ASSET MANAGEMENT4 years Service code 28 · EIN 23-2772200 | Investment Management | $575,983 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $413,658 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS, L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $359,073 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $336,571 |
MERCER5+ years Filed as: MERCER (U.S.) INC. Service code 11 · EIN 13-2834414 | Actuarial | $307,394 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $235,516 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 21 · EIN 52-0556948 | Bank Trustee | $222,059 |
INCOME RESEARCH & MANAGEMENT5+ years Filed as: INCOME RESEARCH AND MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $215,537 |
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 | $793,067-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 13.25% | 12.86%+0.4pp | 10.21%+3.0pp | 12.86%+0.4pp |
| Employer contribution / active EE | $26,214 | $13,687+91.5% | $40,687-35.6% | $13,687+91.5% |
| Participant deferral / active EE | $0 | $833-100.0% | $0 | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |