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, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $3,144,225 |
Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1364717 | Investment Management | $1,503,955 |
RIVER ROAD ASSET MANAGEMENT8+ years Service code 28 · EIN 43-2076925 | Investment Management | $1,186,793 |
FIERA CAPITAL1 year Service code 28 · EIN 13-2726734 | Investment Management | $955,823 |
TIMES SQUARE CAPITAL MANAGEMENT8+ years Filed as: TIMES SQUARE CAPITAL MGMT Service code 28 · EIN 20-1665304 | Investment Management | $817,666 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $734,682 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $699,717 |
LEGG MASON3 years Filed as: LEGG MASON, INC. Service code 28 · EIN 52-1200960 | Investment Management | $656,837 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $655,174 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 28 · EIN 47-1167553 | Investment Management | $639,908 |
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 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -17.72% | -14.80%-2.9pp | -3.21%-14.5pp | -14.80%-2.9pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $46,051-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |