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: TELUS Service code 14 · EIN 52-1883918 | Plan Administrator | $1,697,934 |
MANNING & NAPIER9+ years Filed as: MANNING AND NAPIER ADVISORS Service code 51 · EIN 45-3328488 | Investment Mgmt Fees | $1,442,152 |
ALLSPRING2 years Filed as: ALLSPRING FUNDS Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $1,018,747 |
Filed as: NINETY ONE GLOBAL DYNAMIC EQUITY Service code 51 · EIN 26-1432844 | Investment Mgmt Fees | $971,394 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 51 · EIN 04-3532603 | Investment Mgmt Fees | $701,269 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $423,962 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 49 · EIN 36-3608252 | Other Services | $350,433 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $259,956 |
ALTERITY GROUP1 year Filed as: ALTERITY Service code 51 PO BOX 9101 · PLAINVIEW, NY 11803 | Investment Mgmt Fees | $30,000 |
COHNREZNICK LLP9+ years Service code 10 · EIN 22-1478099 | Accounting | $16,012 |
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 | $331,632-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 14.31% | 13.18%+1.1pp | 10.60%+3.7pp | 13.18%+1.1pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $43,831-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $166-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $25,063-100.0% | - |