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 SHEPELL3 years Filed as: LIFEWORKS (US) LTD. Service code 16 · EIN 52-1883918 | Consulting | $4,971,771 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 28 · EIN 58-0513395 | Investment Management | $1,595,014 |
HAMILTON LANE ADVISORS, LLC7 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $1,550,000 |
PIMCO FUNDS7 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $745,159 |
LOOMIS SAYLES7 years Service code 28 · EIN 04-3200030 | Investment Management | $587,401 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $471,198 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $467,397 |
AQR CAPITAL MANAGEMENT LLC4 years Service code 28 · EIN 13-3987414 | Investment Management | $433,449 |
LOGAN CIRCLE PARTNERS, LP4 years Service code 28 · EIN 20-8262386 | Investment Management | $397,579 |
JACOBS & COMPANY3 years Filed as: JACOBS LEVY EQUITY MANAGEMENT INC. Service code 28 · EIN 22-2774695 | Investment Management | $394,472 |
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 10.92% | 33.11%-22.2pp | 12.68%-1.8pp | 33.11%-22.2pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $41,626-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |