Filed February 3, 2005 (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 |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 13 · EIN 36-2235791 | Contract Administrator | $1,955,165 |
LEGAL & GENERAL INVESTMENT5+ years Filed as: LEGAL & GENERAL INVSTMT MGMT AMER Service code 28 · EIN 20-8058531 | Investment Management | $1,556,632 |
MARATHON ASSET MANAGEMENT5+ years Filed as: MARATHON ASSET MANAGEMENT (SVCS)LTD Service code 28 · EIN 95-4328983 | Investment Management | $1,030,243 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $949,949 |
FRANKLIN TEMPLETON5+ years Filed as: TEMPLETON INVESTMENT COUNSEL LLC Service code 28 · EIN 94-3385113 | Investment Management | $861,206 |
WALTER SCOTT & PARTNERS LIMITED5+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $848,307 |
INCOME RESEARCH & MANAGEMENT5+ years Service code 28 · EIN 04-2955404 | Investment Management | $647,221 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $578,215 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $185,250 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $175,504 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $50,635-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 11.73% | 24.48%-12.7pp | 18.06%-6.3pp | 24.48%-12.7pp |
| Employer contribution / active EE | $415 | $9,418-95.6% | $30,411-98.6% | $9,418-95.6% |
| Participant deferral / active EE | $0 | $501-100.0% | $40-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,675-100.0% | $2,968,729-100.0% |