Filed July 1, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: VOYA Service code 50 · EIN 04-3516284 | Direct Payment | $880,782 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $841,148 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $639,097 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-1554520 | Investment Management | $403,959 |
Filed as: TRANSAMERICA Service code 28 · EIN 13-2509799 | Investment Management | $388,797 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-3434400 | Investment Management | $372,627 |
THE BANK OF NEW YORK MELLON4+ years Filed as: STANDISH MELLON Service code 28 · EIN 25-1890416 | Investment Management | $245,985 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $184,597 |
SOUND SHORE4+ years Service code 28 · EIN 13-2509799 | Investment Management | $109,888 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON & STRAWN Service code 29 · EIN 36-1975990 | Legal | $96,413 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,410 | $71,505+55.8% | $123,553-9.8% | $73,367+51.9% |
| Participation rate | 97.1% | 64.9%+32.2pp | 82.3%+14.8pp | 69.5%+27.6pp |
| Annual return | -3.31% | 6.94%-10.2pp | 119.21%-122.5pp | 173.45%-176.8pp |
| Employer contribution / active EE | $4,346 | $2,011+116.1% | $4,628-6.1% | $2,499+73.9% |
| Participant deferral / active EE | $6,485 | $4,928+31.6% | $6,426+0.9% | $4,033+60.8% |
| Admin fee / account holder | $0 | $66-100.0% | $9,284-100.0% | $68-100.0% |