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 |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD. Service code 16 · EIN 52-1883918 | Consulting | $2,898,810 |
PAAMCO5 years Service code 28 · EIN 38-3713535 | Investment Management | $1,670,308 |
HAMILTON LANE ADVISORS, LLC5 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $1,550,000 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $1,412,094 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE TRUST COMPANY Service code 28 · EIN 52-1309931 | Investment Management | $1,252,768 |
AQR CAPITAL MANAGEMENT LLC2 years Service code 28 · EIN 13-3987414 | Investment Management | $1,222,437 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $837,492 |
LOOMIS SAYLES5 years Service code 28 · EIN 04-3200030 | Investment Management | $773,704 |
LSV ASSET MANAGEMENT5 years Service code 28 · EIN 23-2772200 | Investment Management | $704,870 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-0640487 | Investment Management | $683,133 |
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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 12.23% | 19.39%-7.2pp | 8.95%+3.3pp | 19.39%-7.2pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $46,559-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |