Filed March 1, 2002 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISOR SERVICES Service code 26 · EIN 74-2708841 | Advisory (Participants) | $443,073 |
Filed as: MORGAN STANLEY DOMESTIC HOLDING INC Service code 13 · EIN 20-8764829 | Contract Administrator | $33,843 |
Filed as: SCHRODER INVESTMENT MGT Service code 26 · EIN 13-4064414 | Advisory (Participants) | $14,095 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT ADVISOR Service code 26 · EIN 13-3180631 | Advisory (Participants) | $12,880 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 15 · EIN 36-1561860 | Recordkeeping | $12,781 |
COHEN & STEERS2 years Filed as: COHEN & STEERS CAPITAL MGT Service code 26 · EIN 13-3353336 | Advisory (Participants) | $4,223 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $268,676-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -26.14% | 11.48%-37.6pp | -10.68%-15.5pp | 2.78%-28.9pp |
| Employer contribution / active EE | $38,986 | $5,632+592.3% | $48,995-20.4% | $15,276+155.2% |
| Participant deferral / active EE | $0 | $1,554-100.0% | $360-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,366-100.0% | $1,015-100.0% |