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 GROUP5 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 17 · EIN 47-2126910 | Pension Consulting | $515,018 |
Service code 13 · EIN 58-2194059 | Contract Administrator | $310,394 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 51 · EIN 82-2405817 | Investment Mgmt Fees | $263,756 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $230,276 |
Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $144,429 |
Filed as: PEG MANAGEMENT Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $139,117 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $122,135 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $119,728 |
Service code 51 · EIN 85-2758350 | Investment Mgmt Fees | $111,957 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPM PEG GLOBAL PE INST INVST VI Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $111,802 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $101,802-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 0.41% | 33.11%-32.7pp | 9.51%-9.1pp | 33.11%-32.7pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $23,377-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $14-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $769-100.0% | - |