Filed February 27, 2003
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 |
|---|---|---|
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGER Service code 51 · EIN 47-0875103 | Investment Mgmt Fees | $499,045 |
SOUND SHORE2+ years Filed as: SOUND SHORE MANAGEMENT Service code 51 · EIN 13-2509799 | Investment Mgmt Fees | $422,104 |
Filed as: SILCHESTER INTERNATIONAL Service code 51 · EIN 36-7045783 | Investment Mgmt Fees | $412,773 |
WASATCH ADVISORS2+ years Filed as: WASATCH ADVISORS INC. Service code 51 · EIN 87-0319391 | Investment Mgmt Fees | $379,727 |
JP MORGAN SECURITIES LLC2+ years Filed as: JP MORGAN PRIVATE EQUITY Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $348,766 |
CITIBANK2+ years Service code 51 · EIN 13-5266470 | Investment Mgmt Fees | $213,585 |
LOGAN CIRCLE PARTNERS, LP2+ years Filed as: LOGAN CIRCLE PARTNERS Service code 51 · EIN 20-8262386 | Investment Mgmt Fees | $209,838 |
US BANK2+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $173,482 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION RESOURCE GROUP Service code 17 · EIN 58-2194059 | Pension Consulting | $156,424 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $145,522 |
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Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 14.92% | 13.43%+1.5pp | 337.46%-322.5pp | 17.84%-2.9pp |
| Employer contribution / active EE | $3,492 | $21,964-84.1% | $20,191-82.7% | $14,688-76.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |