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 |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $3,093,057 |
BLACKSTONE2 years Filed as: BLACKSTONE TACT OPP FUND LP II Service code 28 · EIN 47-2147676 | Investment Management | $3,008,443 |
Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 14 · EIN 26-1603738 | Plan Administrator | $2,523,157 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $2,091,507 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO Service code 19 · EIN 36-1561860 | Securities Custodian | $1,988,412 |
PEREGRINE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 41-6257136 | Investment Management | $1,519,845 |
FRONTIER CAPITAL MANAGEMENT3 years Filed as: FRONTIER CAPITAL MANAGEMENT LLC Service code 28 · EIN 04-3492668 | Investment Management | $1,370,475 |
GLOBEFLEX CAPITAL LP4 years Service code 28 · EIN 33-0597629 | Investment Management | $1,336,763 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 | Investment Management | $1,238,086 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES GROUP Service code 28 · EIN 04-3200030 | Investment Management | $1,165,257 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 19.02% | 18.43%+0.6pp | 14.64%+4.4pp | 24.48%-5.5pp |
| Employer contribution / active EE | $6,423 | $6,699-4.1% | $41,831-84.6% | $9,418-31.8% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |