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.
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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE1 year Filed as: BLACKSTONE TACT OPP FUND L. P. II Service code 51 | Investment Mgmt Fees | $3,027,570 |
GEMGROUP1 year Filed as: GEMGROUP, INC Service code 14 · EIN 26-1603738 | Plan Administrator | $2,884,562 |
Filed as: JPMIM Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,650,107 |
Filed as: JPMCB Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,843,374 |
PEREGRINE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 41-6257136 | Investment Management | $1,594,944 |
BLACKSTONE1 year Filed as: BLACKSTONE TACT OPP FUND L.P. Service code 28 · EIN 80-0843688 | Investment Management | $1,585,566 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES GROUP Service code 28 · EIN 04-3200030 | Investment Management | $1,162,523 |
FRONTIER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 04-3492668 | Investment Management | $1,135,050 |
MFS INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 04-3247425 | Investment Management | $1,094,027 |
Filed as: AG CORE PLUS REALTY FUND III Service code 28 · EIN 27-2996244 | Investment Management | $1,071,953 |
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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 | $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 | 8.26% | 7.64%+0.6pp | 4.74%+3.5pp | 10.64%-2.4pp |
| Employer contribution / active EE | $4,130 | $7,500-44.9% | $36,089-88.6% | $11,561-64.3% |
| 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% |