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 SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 14 · EIN 52-1883918 | Plan Administrator | $1,831,649 |
MANNING & NAPIER8+ years Filed as: MANNING AND NAPIER ADVISORS Service code 51 · EIN 45-3328488 | Investment Mgmt Fees | $1,623,127 |
INVESTEC GLOBAL AGG EQTY8+ years Service code 51 · EIN 26-1432844 | Investment Mgmt Fees | $1,349,323 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 51 · EIN 04-3532603 | Investment Mgmt Fees | $810,117 |
ALLSPRING1 year Filed as: ALLSPRING FUNDS Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $747,273 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $342,297 |
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA INVESTMENT ADVISORS Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $337,383 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 49 · EIN 36-3608252 | Other Services | $311,866 |
COHNREZNICK LLP8+ years Service code 10 · EIN 22-1478099 | Accounting | $16,640 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,469,698-100.0% | $268,676-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -22.42% | 7.68%-30.1pp | -10.68%-11.7pp | 7.68%-30.1pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $48,995-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $360-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $4,366-100.0% | $19,323-100.0% |