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.
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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 28 · EIN 04-2659023 | Investment Management | $1,488,247 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT IN Service code 24 · EIN 13-3200244 | Discretionary Trustee | $1,347,515 |
NORTHERN TRUST COMPANY6+ years Service code 13 · EIN 36-2723087 | Contract Administrator | $1,160,383 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 14 · EIN 53-0181291 | Plan Administrator | $1,104,401 |
LSV ASSET MANAGEMENT5 years Service code 28 · EIN 23-2772200 | Investment Management | $648,418 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS, L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $432,773 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $323,077 |
INCOME RESEARCH & MANAGEMENT6+ years Filed as: INCOME RESEARCH AND MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $295,139 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $280,416 |
MERCER6+ years Filed as: MERCER (U.S.) INC. Service code 11 · EIN 13-2834414 | Actuarial | $195,117 |
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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 | $444,552-100.0% | $861,422-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 14.3%-14.3pp | 3.7%-3.7pp |
| Annual return | 10.67% | 15.63%-5.0pp | 6.57%+4.1pp | 15.63%-5.0pp |
| Employer contribution / active EE | $30,800 | $11,476+168.4% | $34,489-10.7% | $11,476+168.4% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $0 | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |