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 LLC4 years Service code 50 · EIN 20-1733361 | Direct Payment | $815,864 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GEN'L INVESTMT MGMT AMERICA Service code 50 · EIN 20-8058531 | Direct Payment | $743,448 |
PGIM INVESTMENTS4 years Filed as: JENNISON ASSOCIATES LLC Service code 50 · EIN 22-2540245 | Direct Payment | $679,151 |
Service code 50 · EIN 48-1140940 | Direct Payment | $401,069 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 50 · EIN 30-0835489 | Direct Payment | $335,320 |
GLOBAL TRUST COMPANY1 year Service code 50 · EIN 36-7634097 | Direct Payment | $270,121 |
MONDRIAN INVESTMENT GROUP4 years Filed as: MONDRIAN INVESTMENT GROUP US, INC. Service code 50 · EIN 20-3584794 | Direct Payment | $266,074 |
Filed as: IR&M LONG GOV'T CREDIT FUND LLC Service code 50 · EIN 27-4823991 | Direct Payment | $265,497 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 50 · EIN 94-3112180 | Direct Payment | $222,495 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK N.A. Service code 21 · EIN 13-6353795 | Bank Trustee | $99,500 |
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 | $377,855-100.0% | $375,279-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 38.5%-38.5pp | 36.7%-36.7pp | 37.6%-37.6pp |
| Annual return | 8.62% | 9.93%-1.3pp | 9.78%-1.2pp | 9.30%-0.7pp |
| Employer contribution / active EE | $0 | $49,425-100.0% | $46,889-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |