Filed July 19, 1991
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 |
|---|---|---|
Filed as: LEGAL & GEN'L INVESTMT MGMT AMERICA Service code 50 · EIN 20-8058531 | Direct Payment | $2,587,441 |
FIAM LLC1 year Service code 50 · EIN 20-1733361 | Direct Payment | $599,914 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES LLC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $530,384 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 51 · EIN 04-2691242 | Investment Mgmt Fees | $411,980 |
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 51 · EIN 20-2721676 | Investment Mgmt Fees | $345,014 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $341,502 |
Service code 50 · EIN 48-1140940 | Direct Payment | $330,649 |
Filed as: IR&M LONG GOV'T CREDIT FUND LLC Service code 50 · EIN 27-4823991 | Direct Payment | $202,235 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $190,063 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $187,805 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $276,582-100.0% | $1,035,159-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 49.6%-49.6pp | 46.4%-46.4pp |
| Annual return | 2.04% | -68.32%+70.4pp | -61.72%+63.8pp | -82.67%+84.7pp |
| Employer contribution / active EE | $0 | $50,529-100.0% | $47,703-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $5,792-100.0% | $11,204-100.0% |