Filed November 9, 2005
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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $10,173,383 |
PGIM INVESTMENTS5 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $3,971,498 |
SANDS CAPITAL MANAGEMENT, LLC6+ years Service code 28 1000 WILSON BOULEVARD · ARLINGTON, VA 22209 | Investment Management | $3,500,630 |
FEDERATED1 year Filed as: HERMES INVESTMENT MGT LTD Service code 28 | Investment Management | $2,392,743 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $2,370,910 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC GLOBAL ASSET MANAGEMENT (US)INC Service code 28 · EIN 41-1460668 | Investment Management | $2,235,284 |
PYRFORD INTERNATIONAL LTD6+ years Filed as: PYRFORD INTERNATIONAL PLC Service code 28 · EIN 04-3369476 | Investment Management | $1,944,760 |
NISA INVESTMENT ADVISORS, LLC6+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,850,439 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $1,643,336 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $1,638,461 |
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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 11.50% | 13.80%-2.3pp | 8.35%+3.2pp | 13.80%-2.3pp |
| Employer contribution / active EE | $37,703 | $10,386+263.0% | $27,010+39.6% | $10,386+263.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $180-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |