Filed October 12, 1995 (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 |
|---|---|---|
NORTHERN TRUST COMPANY8 years Service code 21 · EIN 36-1561860 | Bank Trustee | $2,745,383 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH (US) LTD. Service code 16 · EIN 52-1883918 | Consulting | $2,289,891 |
HAMILTON LANE ADVISORS, LLC8 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $1,550,000 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 28 · EIN 58-0513395 | Investment Management | $900,702 |
PIMCO FUNDS8 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $607,401 |
LOOMIS SAYLES8 years Service code 28 · EIN 04-3200030 | Investment Management | $484,850 |
AQR CAPITAL MANAGEMENT LLC5 years Service code 28 · EIN 13-3987414 | Investment Management | $391,457 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $343,593 |
LOGAN CIRCLE PARTNERS, LP5 years Service code 28 · EIN 20-8262386 | Investment Management | $300,033 |
JACOBS & COMPANY4 years Filed as: JACOBS LEVY EQUITY MANAGEMENT INC. Service code 28 · EIN 22-2774695 | Investment Management | $264,449 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 0.61% | 8.48%-7.9pp | 9.14%-8.5pp | 8.48%-7.9pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $40,523-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |