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.
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| Provider | Service type | Compensation |
|---|---|---|
FIAM LLC3 years Service code 50 · EIN 20-1733361 | Direct Payment | $660,090 |
PGIM INVESTMENTS3 years Filed as: JENNISON ASSOCIATES LLC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $481,746 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GEN'L INVESTMT MGMT AMERICA Service code 50 · EIN 20-8058531 | Direct Payment | $460,671 |
MONDRIAN INVESTMENT GROUP3 years Filed as: MONDRIAN INVESTMENT GROUP US, INC. Service code 51 · EIN 20-3584794 | Investment Mgmt Fees | $378,914 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $342,298 |
Filed as: IR&M LONG GOV'T CREDIT FUND LLC Service code 50 · EIN 27-4823991 | Direct Payment | $282,972 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $282,562 |
Service code 50 · EIN 48-1140940 | Direct Payment | $273,307 |
CAUSEWAY CAPITAL MANAGEMENT LLC4+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $265,922 |
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 51 · EIN 20-2721676 | Investment Mgmt Fees | $101,689 |
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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 | $263,436-100.0% | $305,030-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 47.8%-47.8pp | 44.7%-44.7pp | 43.0%-43.0pp |
| Annual return | 28.56% | 288.76%-260.2pp | 380.66%-352.1pp | 259.14%-230.6pp |
| Employer contribution / active EE | $0 | $47,316-100.0% | $45,083-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,546-100.0% |