Filed April 26, 2002 (most recent of 8 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.
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $254,091 |
AMUNDI PIONEER ASSET MANAGEMENT1+ years Filed as: AMUNDI SMITH BREEDEN Service code 28 · EIN 46-3763295 | Investment Management | $243,516 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $222,482 |
TORTOISE CAPITAL ADVISORS LLC1+ years Service code 28 · EIN 22-3875939 | Investment Management | $213,649 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $209,071 |
ALBOURNE AMERICA LLC1+ years Service code 16 · EIN 91-2164625 | Consulting | $203,212 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $182,661 |
ARROWSTREET CAPITAL1+ years Filed as: ARROWSTREET Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $86,758 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 36-3250722 | Investment Management | $84,932 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2755549 | Investment Management | $39,103 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -1.95% | 0.61%-2.6pp | -2.90%+1.0pp | 1.67%-3.6pp |
| Employer contribution / active EE | $2,046 | $9,133-77.6% | $27,990-92.7% | $10,506-80.5% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |