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 |
|---|---|---|
FIAM LLC2 years Service code 50 · EIN 20-1733361 | Direct Payment | $606,826 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES LLC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $465,248 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GEN'L INVESTMT MGMT AMERICA Service code 50 · EIN 20-8058531 | Direct Payment | $446,145 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $350,991 |
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $343,090 |
Service code 50 · EIN 48-1140940 | Direct Payment | $340,740 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 51 · EIN 04-2691242 | Investment Mgmt Fees | $315,510 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $292,573 |
Filed as: IR&M LONG GOV'T CREDIT FUND LLC Service code 50 · EIN 27-4823991 | Direct Payment | $240,693 |
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 51 · EIN 20-2721676 | Investment Mgmt Fees | $171,043 |
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 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.3%-47.3pp |
| Annual return | 27.44% | 12.82%+14.6pp | 13.48%+14.0pp | 12.16%+15.3pp |
| Employer contribution / active EE | $0 | $49,622-100.0% | $47,067-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |