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 |
|---|---|---|
Filed as: MORGAN STANLEY INVESTMENT Service code 28 · EIN 23-3060687 | Investment Management | $11,476,437 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $9,994,927 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $7,451,749 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $2,545,299 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $1,874,542 |
PYRFORD INTERNATIONAL LTD2 years Filed as: PYRFORD INTERNATIONAL LIMITED Service code 28 | Investment Management | $1,807,389 |
SANDS CAPITAL MANAGEMENT, LLC9+ years Service code 28 1000 WILSON BOULEVARD · ARLINGTON, VA 22209 | Investment Management | $1,640,044 |
Service code 28 · EIN 20-8058531 | Investment Management | $1,429,291 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 02-0488491 | Investment Management | $1,391,962 |
FEDERATED2 years Filed as: FEDERATED HERMES INVESTMENT MGMT Service code 28 | Investment Management | $1,238,292 |
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 | $191,373-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 7.31% | 13.18%-5.9pp | 8.46%-1.1pp | 13.18%-5.9pp |
| Employer contribution / active EE | $1,263 | $8,469-85.1% | $25,175-95.0% | $8,469-85.1% |
| Participant deferral / active EE | $0 | $322-100.0% | $181-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $730-100.0% | - |