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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 14 · EIN 26-1603738 | Plan Administrator | $2,815,843 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $2,099,554 |
Filed as: FRONTIER CAPITAL MANAGEMENT CO Service code 28 · EIN 04-3492668 | Investment Management | $1,322,437 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 | Investment Management | $1,320,886 |
Service code 51 · EIN 41-6257136 | Investment Mgmt Fees | $1,239,519 |
GLOBEFLEX CAPITAL LP5 years Service code 51 · EIN 33-0597629 | Investment Mgmt Fees | $1,158,943 |
ALGER1 year Filed as: FRED ALGER MANAGEMENT Service code 51 · EIN 13-2510833 | Investment Mgmt Fees | $1,154,096 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES GROUP Service code 28 · EIN 04-3200030 | Investment Management | $1,146,085 |
MFS INVESTMENT MANAGEMENT6+ years Service code 28 · EIN 04-3247425 | Investment Management | $1,142,772 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMIM Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,012,310 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 14.63% | 17.85%-3.2pp | 9.52%+5.1pp | 13.80%+0.8pp |
| Employer contribution / active EE | $4,753 | $5,706-16.7% | $41,951-88.7% | $10,386-54.2% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |