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 SHEPELL2 years Filed as: LIFEWORKS (US) LTD. Service code 16 · EIN 52-1883918 | Consulting | $1,983,812 |
HAMILTON LANE ADVISORS, LLC6 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $1,550,000 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,257,437 |
AQR CAPITAL MANAGEMENT LLC3 years Service code 28 · EIN 13-3987414 | Investment Management | $914,670 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE TRUST COMPANY Service code 28 · EIN 52-1309931 | Investment Management | $688,486 |
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $683,113 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $646,492 |
PAAMCO6 years Service code 28 · EIN 38-3713535 | Investment Management | $630,968 |
LSV ASSET MANAGEMENT6 years Service code 28 · EIN 23-2772200 | Investment Management | $473,009 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-0640487 | Investment Management | $407,066 |
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 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -17.68% | -14.80%-2.9pp | -3.21%-14.5pp | -14.80%-2.9pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $46,051-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |