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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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% |