Filed August 31, 1990
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 |
|---|---|---|
Service code 11 · EIN 13-3954297 | Actuarial | $2,411,896 |
COHEN & STEERS2+ years Filed as: COHEN & STEERS CAPITAL Service code 28 · EIN 13-3353336 | Investment Management | $944,567 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MGMT Service code 28 · EIN 13-3575636 | Investment Management | $881,572 |
BLACKSTONE2+ years Service code 28 · EIN 13-3637000 | Investment Management | $868,723 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMES SQUARE CAPITAL MGMT Service code 28 · EIN 20-1665304 | Investment Management | $840,799 |
RIVER ROAD ASSET MANAGEMENT2+ years Service code 28 · EIN 43-2076925 | Investment Management | $741,936 |
RIDGEWORTH2+ years Filed as: RIDGEWORTH CAPITAL MGMT Service code 28 · EIN 58-1604573 | Investment Management | $680,953 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 94-3385113 | Investment Management | $597,030 |
BAILLIE GIFFORD OVERSEAS LTD2+ years Filed as: BAILLIE GIFFORD INT'L LLC Service code 28 · EIN 98-0473976 | Investment Management | $460,413 |
GENESIS ASSET MANAGERS LLP2+ years Filed as: GENESIS ASSET MANAGERS, LLP Service code 28 · EIN 98-0452769 | Investment Management | $419,554 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 7.67% | 7.64%0pp | 4.74%+2.9pp | 10.64%-3.0pp |
| Employer contribution / active EE | $0 | $7,500-100.0% | $36,089-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |