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 year Filed as: BLACKSTONE TACT OPP FUND L.P. II Service code 28 · EIN 47-2147676 | Investment Management | $3,642,937 |
Filed as: GEMGROUP, INC/ZENITH AMERICAN SOLUT Service code 14 · EIN 26-1603738 | Plan Administrator | $2,903,150 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,761,103 |
PEREGRINE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 41-6257136 | Investment Management | $1,965,471 |
Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,851,236 |
BLACKSTONE1 year Filed as: BLACKSTONE TACT OP FUND L.P. Service code 52 | Indirect Investment Fees | $1,665,049 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $1,402,689 |
Filed as: FRONTIER CAPITAL MANAGEMENT LLC Service code 28 · EIN 04-3492668 | Investment Management | $1,346,781 |
GLOBEFLEX CAPITAL LP1 year Filed as: GLOBEFLEX CAPITAL, LP Service code 28 · EIN 33-0597629 | Investment Management | $1,184,137 |
Filed as: EPOCH INVESTMENT PARTNERS, INC Service code 28 · EIN 20-1003862 | Investment Management | $1,133,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 15.47% | 13.90%+1.6pp | 10.36%+5.1pp | 1057.21%-1041.7pp |
| Employer contribution / active EE | $4,189 | $9,853-57.5% | $37,738-88.9% | $14,374-70.9% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |