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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK6 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 19 · EIN 13-3806691 | Securities Custodian | $4,755,544 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS IMPLEMENTATION Service code 51 · EIN 91-0604934 | Investment Mgmt Fees | $4,557,821 |
THE BANK OF NEW YORK MELLON9+ years Service code 15 · EIN 13-5160382 | Recordkeeping | $3,995,085 |
Service code 51 · EIN 82-0983489 | Investment Mgmt Fees | $2,015,467 |
PAYDEN & RYGEL1 year Filed as: PAYDEN AND RYGEL Service code 51 · EIN 95-3921788 | Investment Mgmt Fees | $1,610,793 |
Service code 28 · EIN 13-3200244 | Investment Management | $784,722 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS Service code 31 · EIN 36-3608252 | Named fiduciary | $740,580 |
CDW DIRECT LLC7 years Service code 49 · EIN 36-3310735 | Other Services | $703,800 |
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON INVESTMENTS CORPORATION Service code 51 · EIN 25-1442864 | Investment Mgmt Fees | $565,567 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES AND COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $532,572 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 22.00% | 13.18%+8.8pp | 78.53%-56.5pp | 13.18%+8.8pp |
| Employer contribution / active EE | $13,985 | $8,469+65.1% | $31,607-55.8% | $8,469+65.1% |
| Participant deferral / active EE | $0 | $322-99.9% | $101-99.8% | $322-99.9% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |