Filed November 22, 2002
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Service code 15 · EIN 13-5160382 | Recordkeeping | $8,658,926 |
INSIGHT NORTH AMERICA LLC2 years Service code 51 · EIN 82-0983489 | Investment Mgmt Fees | $4,233,791 |
BLACKROCK7 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 31 · EIN 13-3806691 | Investment management fees paid direc... | $4,000,000 |
Service code 28 · EIN 13-3200244 | Investment Management | $3,141,230 |
PAYDEN & RYGEL2 years Filed as: PAYDEN AND RYGEL Service code 51 · EIN 95-3921788 | Investment Mgmt Fees | $2,973,922 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INV IMPLEMENTATION SRVCS Service code 51 · EIN 91-0604934 | Investment Mgmt Fees | $1,526,044 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES AND COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $1,257,138 |
PGIM INVESTMENTS2 years Filed as: PGIM INC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $628,178 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 51 · EIN 20-4659714 | Investment Mgmt Fees | $461,936 |
CDW DIRECT LLC1 year Filed as: CDW DIRECT Service code 49 · EIN 36-3310735 | Other Services | $417,599 |
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Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 1.91% | 8.85%-6.9pp | 10.52%-8.6pp | 8.85%-6.9pp |
| Employer contribution / active EE | $11,942 | $8,529+40.0% | $26,749-55.4% | $8,529+40.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $122-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |