Filed April 16, 2008 (most recent of 4 filings on file)
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 |
|---|---|---|
PEGASUS PARTNERS II LP2+ years Service code 28 · EIN 65-0956510 | Investment Management | $800,538 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $711,312 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES HY FUND Service code 28 · EIN 39-6797388 | Investment Management | $658,552 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $631,840 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $590,312 |
Service code 28 · EIN 43-2058135 | Investment Management | $574,905 |
GOLDMAN SACHS2+ years Filed as: 1607 CAPITAL PARTNERS, LLC Service code 28 · EIN 26-0529973 | Investment Management | $562,493 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 13-2631109 | Investment Management | $554,352 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Investment management; Custodial (sec... | $499,228 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $459,619 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 9.62% | 28.71%-19.1pp | 7.98%+1.6pp | 9.19%+0.4pp |
| Employer contribution / active EE | $13,613 | $15,250-10.7% | $23,724-42.6% | $12,608+8.0% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |