Filed January 16, 2015 (most recent of 4 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3980309 | Investment Management | $275,760 |
SOUND SHORE6+ years Filed as: SOUND SHORE MANAGEMENT INC. Service code 28 · EIN 13-2509799 | Investment Management | $149,801 |
Service code 28 · EIN 25-1843385 | Investment Management | $139,542 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $118,759 |
Filed as: SILCHESTER INTERN'L INVESTORS LLP Service code 27 · EIN 13-3854742 | Advisory (Plan) | $107,462 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 06-1119942 | Investment Management | $96,222 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $91,940 |
WILLIAM BLAIR6+ years Filed as: WILLIAM BLAIR & CO. LLC Service code 28 · EIN 47-2614791 | Investment Management | $64,740 |
Filed as: TOWERS WATSON PENNSYLVANIA Service code 11 · EIN 23-1159360 | Actuarial | $36,842 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $32,725 |
Annual investment return 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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 7.56% | 19.50%-11.9pp | 8.35%-0.8pp | 12.86%-5.3pp |
| Employer contribution / active EE | $0 | $27,684-100.0% | $27,010-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |