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 |
|---|---|---|
Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $3,089,645 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,933,738 |
BLACKSTONE1 year Filed as: BLACKSTONE TACT OPP FUND LP II Service code 28 · EIN 47-2147676 | Investment Management | $2,806,771 |
Filed as: ZENITH AMEICAN SOLUTIONS, INC. Service code 14 · EIN 26-1603738 | Plan Administrator | $2,701,212 |
Filed as: JPMORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,968,010 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $1,917,206 |
PEREGRINE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 41-6257136 | Investment Management | $1,720,348 |
TUCKER ARENSBERG1 year Filed as: TUCKER ARENSBURG Service code 29 · EIN 25-1425735 | Legal | $1,655,035 |
FRONTIER CAPITAL MANAGEMENT2 years Filed as: FRONTIER CAPITAL MANAGEMENT LLC Service code 28 · EIN 04-3492668 | Investment Management | $1,416,628 |
GLOBEFLEX CAPITAL LP3 years Service code 28 · EIN 33-0597629 | Investment Management | $1,410,059 |
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.35% | -4.58%+0.2pp | -2.18%-2.2pp | -1.95%-2.4pp |
| Employer contribution / active EE | $4,259 | $6,699-36.4% | $38,751-89.0% | $9,243-53.9% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |