Filed December 7, 2001 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $460,722 |
NEPC, LLC8+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $241,673 |
PGIM INVESTMENTS5 years Filed as: JENNISON GLOBAL OPPORTUNITY FUND Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $198,476 |
LINDSELL TRAIN LIMITED1 year Filed as: LINDSELL TRAIN GLOBAL EQUITY LLC Service code 51 · EIN 35-2496423 | Investment Mgmt Fees | $174,578 |
Filed as: PARAMETRIC Service code 51 · EIN 41-0995965 | Investment Mgmt Fees | $152,200 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON DELAWARE Service code 27 · EIN 53-0181291 | Advisory (Plan) | $148,414 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 51 · EIN 46-3793325 | Investment Mgmt Fees | $139,306 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 51 · EIN 27-4520291 | Investment Mgmt Fees | $125,160 |
Filed as: KEY BANK NATL ASSOC (IAS TRUSTEE) Service code 13 · EIN 34-0797057 | Contract Administrator | $121,700 |
JOHNSTON ASSET MANAGEMENT2 years Filed as: JOHNSTON INTERNATIONAL EQUITY GROUP Service code 51 · EIN 26-6493485 300 ATLANTIC STREET · STAMFORD, CT 06901 | Investment Mgmt Fees | $119,294 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -23.74% | -14.80%-8.9pp | -38.86%+15.1pp | -14.80%-8.9pp |
| Employer contribution / active EE | $3,647 | $8,996-59.5% | $37,756-90.3% | $8,996-59.5% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |