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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PUTNAM ADVISORY COMPANY LLC Service code 28 · EIN 04-3543039 | Investment Management | $3,003,049 |
Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $1,550,000 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $1,093,025 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE STABLE ASSET MGMT INC Service code 28 · EIN 52-0556948 | Investment Management | $983,735 |
Filed as: MORGAN STANLEY INVESTMENT MGMT. Service code 28 · EIN 13-3040307 | Investment Management | $974,213 |
PAAMCO1 year Service code 28 · EIN 38-3713535 | Investment Management | $962,322 |
Service code 28 · EIN 41-1719690 | Investment Management | $746,715 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $701,697 |
Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $650,643 |
Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 26-3761443 | Investment Management | $631,852 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 21.22% | 13.90%+7.3pp | 10.36%+10.9pp | 1057.21%-1036.0pp |
| Employer contribution / active EE | $3,670 | $9,853-62.7% | $37,738-90.3% | $14,374-74.5% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |