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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 51 · EIN 13-2509799 | Investment Mgmt Fees | $461,331 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 17 · EIN 47-2126910 5796 ARMADA DRIVE · CARLSBAD, CA 92008 | Pension Consulting | $376,301 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INTERNATIONAL Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $355,110 |
CITIBANK4+ years Service code 51 · EIN 13-5266470 | Investment Mgmt Fees | $320,582 |
NUVEEN4+ years Filed as: NWQ INVESTMENT MANAGER Service code 51 · EIN 47-0875103 | Investment Mgmt Fees | $283,918 |
ARROWMARK PARTNERS2 years Filed as: ARROWMARK Service code 51 · EIN 39-2068140 | Investment Mgmt Fees | $272,861 |
Filed as: SILCHESTER INTERNATIONAL Service code 51 · EIN 36-7045783 | Investment Mgmt Fees | $246,735 |
HARRISON STREET2 years Filed as: HARRISON ST CORE PROP FD LP Service code 51 · EIN 80-0762141 | Investment Mgmt Fees | $198,505 |
US BANK4+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $188,367 |
LOGAN CIRCLE PARTNERS, LP4+ years Filed as: LOGAN CIRCLE PARTNERS Service code 51 · EIN 20-8262386 | Investment Mgmt Fees | $183,380 |
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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.
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 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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 17.76% | 16.64%+1.1pp | -100.31%+118.1pp | 21.83%-4.1pp |
| Employer contribution / active EE | $0 | $7,557-100.0% | $18,686-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |