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 |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: MORNEAU SHEPELL LTD Service code 13 · EIN 52-1883918 | Contract Administrator | $2,132,016 |
MANNING & NAPIER6+ years Filed as: MANNING AND NAPIER ADVISORS Service code 28 · EIN 45-3328488 | Investment Management | $1,570,052 |
INVESTEC GLOBAL AGG EQTY6+ years Service code 28 · EIN 26-1432844 | Investment Management | $1,126,752 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $826,022 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 28 · EIN 04-3532603 | Investment Management | $692,909 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 · EIN 06-1440627 | Investment Management | $387,769 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $355,721 |
WINSTON & STRAWN LLP4 years Filed as: WINSTON AND STRAWN LLP Service code 29 · EIN 36-1975990 | Legal | $148,085 |
COHNREZNICK LLP6+ years Service code 10 · EIN 22-1478099 | Accounting | $47,145 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-3608252 | Securities Custodian | $0 |
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 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 16.36% | 13.80%+2.6pp | 10.03%+6.3pp | 13.80%+2.6pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $38,789-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $74-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |