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.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 14 · EIN 82-1061233 | Plan Administrator | $2,493,492 |
AETNA LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $2,244,118 |
MFS INVESTMENT MANAGEMENT7+ years Filed as: MFS INSTITUTIONAL ADVISORS INC. Service code 28 · EIN 04-3247425 | Investment Management | $1,447,712 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENTCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,309,326 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $1,179,274 |
BLACKROCK7+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $1,014,476 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INV MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $956,850 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $896,018 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT CO LLP Service code 28 · EIN 30-0835489 | Investment Management | $866,366 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $842,134 |
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Annual investment return 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 1.61% | 9.17%-7.6pp | 8.95%-7.3pp | 13.51%-11.9pp |
| Employer contribution / active EE | $0 | $5,235-100.0% | $46,559-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |