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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT6 years Filed as: LEGAL & GEN'L INVESTMT MGMT AMERICA Service code 50 · EIN 20-8058531 | Direct Payment | $921,325 |
FIAM LLC6 years Service code 50 · EIN 20-1733361 | Direct Payment | $459,515 |
PGIM INVESTMENTS6 years Filed as: JENNISON ASSOCIATES LLC Service code 50 · EIN 22-2540245 | Direct Payment | $406,507 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 50 · EIN 30-0835489 | Direct Payment | $319,759 |
Service code 50 · EIN 48-1140940 | Direct Payment | $283,978 |
MONDRIAN INVESTMENT GROUP6 years Filed as: MONDRIAN INVESTMENT GROUP US, INC. Service code 50 · EIN 20-3584794 | Direct Payment | $166,909 |
Filed as: IR&M LONG GOV'T CREDIT FUND LLC Service code 50 · EIN 27-4823991 | Direct Payment | $146,560 |
GLOBAL TRUST COMPANY3 years Service code 50 · EIN 36-7634097 | Direct Payment | $129,641 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN CHASE BANK N.A. Service code 21 · EIN 13-6353795 | Bank Trustee | $106,728 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 50 · EIN 94-3112180 | Direct Payment | $100,708 |
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 | $318,230-100.0% | $306,246-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | 11.89% | 37.68%-25.8pp | 35.16%-23.3pp | 24.44%-12.6pp |
| Employer contribution / active EE | $0 | $48,375-100.0% | $46,401-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |