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, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $3,185,668 |
Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1364717 | Investment Management | $1,480,385 |
RIVER ROAD ASSET MANAGEMENT9+ years Service code 28 · EIN 43-2076925 | Investment Management | $1,133,647 |
TIMES SQUARE CAPITAL MANAGEMENT9+ years Filed as: TIMES SQUARE CAPITAL MGMT Service code 28 · EIN 20-1665304 | Investment Management | $798,871 |
PGIM INVESTMENTS4 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $688,045 |
FIERA CAPITAL2 years Service code 28 · EIN 13-2726734 | Investment Management | $678,533 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 27-1939238 | Investment Management | $666,148 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $662,008 |
HARDING LOEVNER LP2 years Filed as: HARDING LOEVNER, LP Service code 28 · EIN 27-0684167 | Investment Management | $639,657 |
Filed as: GENESIS INVESTMENT MANAGEMENT Service code 28 | Investment Management | $634,381 |
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 10.52% | 33.11%-22.6pp | 12.68%-2.2pp | 33.11%-22.6pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $41,626-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |