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 14 · EIN 26-1603738 | Plan Administrator | $2,855,265 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $2,110,691 |
PEREGRINE CAPITAL MANAGEMENT7+ years Service code 51 · EIN 41-6257136 | Investment Mgmt Fees | $2,005,046 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 | Investment Management | $1,884,487 |
FRONTIER CAPITAL MANAGEMENT2 years Filed as: FRONTIER CAPITAL MANAGEMENT CO Service code 28 · EIN 04-3492668 | Investment Management | $1,864,881 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES GROUP Service code 28 · EIN 04-3200030 | Investment Management | $1,720,734 |
GLOBEFLEX CAPITAL LP6 years Service code 51 · EIN 33-0597629 | Investment Mgmt Fees | $1,498,937 |
ALGER2 years Filed as: FRED ALGER MANAGEMENT Service code 51 · EIN 13-2510833 | Investment Mgmt Fees | $1,375,960 |
Filed as: MFS INSTITUTIONAL ADVISORS INC Service code 28 · EIN 04-3247425 | Investment Management | $1,366,533 |
WEDGE CAPITAL MANAGEMENT5 years Service code 28 · EIN 56-1557450 | Investment Management | $1,250,007 |
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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 16.96% | 9.17%+7.8pp | 8.95%+8.0pp | 13.51%+3.5pp |
| Employer contribution / active EE | $5,212 | $5,235-0.4% | $46,559-88.8% | $8,170-36.2% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |