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 |
|---|---|---|
MANNING & NAPIER7+ years Filed as: MANNING AND NAPIER ADVISORS Service code 51 · EIN 45-3328488 | Investment Mgmt Fees | $1,901,661 |
INVESTEC GLOBAL AGG EQTY7+ years Service code 51 · EIN 26-1432844 | Investment Mgmt Fees | $1,846,933 |
MORNEAU SHEPELL3 years Filed as: MORNEAU SHEPELL LTD Service code 14 · EIN 52-1883918 | Plan Administrator | $1,732,746 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 51 · EIN 04-3532603 | Investment Mgmt Fees | $860,732 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $814,434 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $359,587 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $249,234 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 49 · EIN 36-3608252 | Other Services | $222,823 |
WINSTON & STRAWN LLP5 years Filed as: WINSTON AND STRAWN LLP Service code 29 · EIN 36-1975990 | Legal | $82,392 |
COHNREZNICK LLP7+ years Service code 10 · EIN 22-1478099 | Accounting | $39,210 |
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 | $397,815-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.0%0pp |
| Annual return | 9.23% | 13.51%-4.3pp | 9.74%-0.5pp | 13.51%-4.3pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $39,474-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $135-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $10,161-100.0% | - |