Filed October 18, 2004
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 |
|---|---|---|
BLACKSTONE1+ years Filed as: THE BLACKSTONE GROUP Service code 28 · EIN 80-0843688 | Investment Management | $4,382,956 |
GEMGROUP1+ years Service code 15 · EIN 26-1603738 | Recordkeeping | $2,445,382 |
JPMCB STRATEGIC PROPERTY FUND1+ years Filed as: JPMCB STRATEGICPROPERTY FUND Service code 28 · EIN 13-6038770 | Investment Management | $1,742,516 |
PEREGRINE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 41-6257136 | Investment Management | $1,514,297 |
FRONTIER CAPITAL MANAGEMENT1+ years Service code 28 · EIN 04-3492668 | Investment Management | $1,172,157 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 51 · EIN 06-1404803 | Investment Mgmt Fees | $1,158,048 |
GLOBEFLEX CAPITAL LP1+ years Filed as: GLOBEFLEX CAPITAL Service code 28 · EIN 33-0597629 | Investment Management | $1,149,301 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 | Investment Management | $999,799 |
MFS INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 04-3247425 | Investment Management | $922,548 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $799,425 |
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 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | 1.43% | 3.03%-1.6pp | -0.81%+2.2pp | -0.08%+1.5pp |
| Employer contribution / active EE | $4,269 | $7,443-42.6% | $38,425-88.9% | $7,991-46.6% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |