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 LLC7+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $9,304,505 |
PGIM INVESTMENTS6 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $6,862,421 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-0025081 | Investment Management | $5,158,893 |
SANDS CAPITAL MANAGEMENT, LLC7+ years Service code 28 1000 WILSON BOULEVARD · ARLINGTON, VA 22209 | Investment Management | $4,925,716 |
Filed as: NISA INVESTMENTS ADVISORS, LLC Service code 28 · EIN 48-1140940 | Investment Management | $2,033,982 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC GLOBAL ASSET MANAGEMENT (US)INC Service code 28 · EIN 41-1460668 | Investment Management | $1,906,929 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $1,903,072 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $1,764,647 |
GCM GROSVENOR1 year Filed as: GCM CUSTOMIZED FUND INV GROUP, LP Service code 28 · EIN 80-0952472 | Investment Management | $1,387,924 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 02-0488491 | Investment Management | $1,286,252 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $765,066-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.0%0pp |
| Annual return | 11.83% | 13.51%-1.7pp | 8.31%+3.5pp | 13.51%-1.7pp |
| Employer contribution / active EE | $914 | $8,170-88.8% | $21,002-95.6% | $8,170-88.8% |
| Participant deferral / active EE | $0 | $488-100.0% | $224-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $724-100.0% | - |