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 |
|---|---|---|
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 17 · EIN 47-2126910 | Pension Consulting | $567,447 |
Filed as: METLIFE INVESTMENT MGMT HOLDINGS Service code 51 · EIN 82-2405817 | Investment Mgmt Fees | $493,090 |
US BANK7+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $229,314 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $228,796 |
Filed as: ABGLOBAL CORE EQUITY SERVICES Service code 51 · EIN 85-2758350 | Investment Mgmt Fees | $204,243 |
Filed as: PEG Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $203,273 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $187,563 |
Service code 17 · EIN 58-2194059 | Pension Consulting | $149,411 |
Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $146,141 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPM PEG GLOBAL PE INST INVST VI Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $119,240 |
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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 | $2,456,633-100.0% | $75,030-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 1.5%-1.5pp |
| Annual return | -22.87% | -18.55%-4.3pp | -2.63%-20.2pp | 23.41%-46.3pp |
| Employer contribution / active EE | $0 | $6,513-100.0% | $29,813-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $8-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $838-100.0% | $14,884-100.0% |