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 LLC5 years Service code 50 · EIN 20-1733361 | Direct Payment | $718,761 |
PGIM INVESTMENTS5 years Filed as: JENNISON ASSOCIATES LLC Service code 50 · EIN 22-2540245 | Direct Payment | $514,682 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GEN'L INVESTMT MGMT AMERICA Service code 50 · EIN 20-8058531 | Direct Payment | $502,906 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 50 · EIN 30-0835489 | Direct Payment | $358,828 |
Service code 50 · EIN 48-1140940 | Direct Payment | $313,396 |
MONDRIAN INVESTMENT GROUP5 years Filed as: MONDRIAN INVESTMENT GROUP US, INC. Service code 50 · EIN 20-3584794 | Direct Payment | $235,510 |
GLOBAL TRUST COMPANY2 years Service code 50 · EIN 36-7634097 | Direct Payment | $195,647 |
Filed as: IR&M LONG GOV'T CREDIT FUND LLC Service code 50 · EIN 27-4823991 | Direct Payment | $192,074 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 50 · EIN 94-3112180 | Direct Payment | $181,821 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK N.A. Service code 21 · EIN 13-6353795 | Bank Trustee | $100,036 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $266,915-100.0% | $319,010-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 47.0%-47.0pp | 44.4%-44.4pp |
| Annual return | -24.27% | 12.39%-36.7pp | 10.22%-34.5pp | -14.65%-9.6pp |
| Employer contribution / active EE | $0 | $53,670-100.0% | $51,212-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,582-100.0% |