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 LLC8+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $10,201,873 |
PGIM INVESTMENTS7 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $7,148,005 |
SANDS CAPITAL MANAGEMENT, LLC8+ years Service code 28 1000 WILSON BOULEVARD · ARLINGTON, VA 22209 | Investment Management | $6,188,475 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $3,202,199 |
RBC GLOBAL ASSET MANAGEMENT4 years Filed as: RBC GLOBAL ASSET MANAGEMENT (US)INC Service code 28 · EIN 41-1460668 | Investment Management | $2,551,004 |
Filed as: PYRFORD INTERNATIONAL LIMITED Service code 28 | Investment Management | $2,410,100 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $2,022,425 |
FEDERATED1 year Filed as: FEDERATED HERMES INVESTMENT MGMT Service code 28 | Investment Management | $1,690,535 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 02-0488491 | Investment Management | $1,519,258 |
Filed as: NISA INVESTMENTS ADVISORS, LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,462,533 |
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 | $1,469,698-100.0% | - | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -16.38% | 7.68%-24.1pp | 179.55%-195.9pp | 7.68%-24.1pp |
| Employer contribution / active EE | $510 | $9,142-94.4% | $24,917-98.0% | $9,142-94.4% |
| Participant deferral / active EE | $0 | $462-100.0% | $463-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | - | $19,323-100.0% |