Filed September 24, 1992
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 |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Service code 11 · EIN 36-2235791 | Actuarial | $2,854,503 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $1,654,705 |
Filed as: DE SHAW INVESTMENT MANAGEMENT Service code 28 · EIN 20-2455619 | Investment Management | $1,257,695 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INSTITUTIONAL ADVISORS INC. Service code 28 · EIN 04-3247425 | Investment Management | $1,245,103 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENTCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,202,855 |
ARROWSTREET CAPITAL2+ years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $1,047,297 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $1,015,110 |
AQR CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 13-3987414 | Investment Management | $1,012,217 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $841,043 |
ARONSON & JOHNSON & ORTIZ, LP2+ years Filed as: ARONSON JOHNSON OTIZ LP Service code 28 · EIN 23-2312104 | Investment Management | $807,214 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 6.87% | 7.64%-0.8pp | 4.74%+2.1pp | 10.64%-3.8pp |
| Employer contribution / active EE | $0 | $7,500-100.0% | $36,089-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |