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 |
|---|---|---|
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $3,227,687 |
RIVER ROAD ASSET MANAGEMENT7+ years Service code 28 · EIN 43-2076925 | Investment Management | $876,269 |
TIMES SQUARE CAPITAL MANAGEMENT7+ years Filed as: TIMES SQUARE CAPITAL MGMT Service code 28 · EIN 20-1665304 | Investment Management | $830,317 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $811,003 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $764,113 |
LEGG MASON2 years Filed as: LEGG MASON, INC. Service code 28 · EIN 52-1200960 | Investment Management | $733,015 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $728,886 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 28 · EIN 47-1167553 | Investment Management | $695,839 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $645,483 |
BAILLIE GIFFORD OVERSEAS LTD7+ years Filed as: BAILLIE GIFFORD INT'L LLC Service code 28 · EIN 98-0473976 | Investment Management | $620,416 |
Annual investment return 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.
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 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 3.72% | 19.39%-15.7pp | 8.95%-5.2pp | 19.39%-15.7pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $46,559-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |