Filed January 18, 2001 (most recent of 3 filings on file)
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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,707,946 |
INVESTEC GLOBAL AGG EQTY1+ years Service code 28 · EIN 26-1432844 | Investment Management | $1,489,328 |
MANNING & NAPIER1+ years Filed as: MANNING AND NAPIER ADVISORS Service code 28 · EIN 45-3328488 | Investment Management | $1,460,448 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 04-3532603 | Investment Management | $1,144,069 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $846,781 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 19 · EIN 13-3200244 | Securities Custodian | $283,338 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $264,147 |
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $177,736 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-3608252 | Investment Management | $79,246 |
EPSTEIN BECKER & GREEN PC1+ years Service code 29 · EIN 13-3031033 | Legal | $62,237 |
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 | $47,522-100.0% | $186,087-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 37.8%-37.8pp | 9.2%-9.2pp |
| Annual return | -0.84% | -0.08%-0.8pp | -2.13%+1.3pp | -0.08%-0.8pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $34,127-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $131-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $941-100.0% | $275-100.0% |