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 Service code 14 · EIN 26-1603738 | Plan Administrator | $2,940,261 |
Filed as: JPMORGAN CHASE BANK, NA REAL ESTATE Service code 24 · EIN 13-4994650 | Discretionary Trustee | $2,651,983 |
FRONTIER CAPITAL MANAGEMENT3 years Filed as: FRONTIER CAPITAL MANAGEMENT CO Service code 28 · EIN 04-3492668 | Investment Management | $1,762,452 |
PEREGRINE CAPITAL MANAGEMENT8+ years Service code 51 · EIN 41-6257136 | Investment Mgmt Fees | $1,682,904 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES GROUP Service code 28 · EIN 04-3200030 | Investment Management | $1,657,618 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 | Investment Management | $1,592,281 |
GLOBEFLEX CAPITAL LP6 years Filed as: GLOBEFLEX CAPITAL, LP Service code 51 · EIN 33-0597629 | Investment Mgmt Fees | $1,354,061 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INSTITUTIONAL ADVISORS INC Service code 28 · EIN 04-3247425 | Investment Management | $1,351,917 |
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0618452 | Investment Management | $1,291,537 |
WEDGE CAPITAL MANAGEMENT6 years Service code 28 · EIN 56-1557450 | Investment Management | $1,201,788 |
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 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -13.78% | -15.08%+1.3pp | -3.21%-10.6pp | 7.68%-21.5pp |
| Employer contribution / active EE | $4,813 | $5,566-13.5% | $46,051-89.5% | $9,142-47.4% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |