Filed October 24, 1997 (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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 36-3145972 | Investment Management | $46,381 |
ARTISAN PARTNERS3+ years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
DODGE & COX3+ years Service code 28 | Investment Management | $0 |
EATON VANCE3+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-2718215 | Investment Management | $0 |
EDGEWOOD MANAGEMENT LLC1 year Service code 28 535 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
FIRST EAGLE1 year Filed as: FIRST EAGLE INVESTMENT MANAGEMENT, Service code 28 1345 AVENUE OF AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
FIRST PACIFIC ADVISORS, LLC3+ years Service code 28 · EIN 95-2632339 11601 WILSHIRE BLVD · LOS ANGELES, CA 90025 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 | Investment Management | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 15.26% | 11.00%+4.3pp | 9.39%+5.9pp | 10.41%+4.9pp |
| Employer contribution / active EE | $37,342 | $16,132+131.5% | $33,466+11.6% | $14,691+154.2% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |