Filed January 29, 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 |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $1,332,670 |
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS CO Service code 28 · EIN 23-1707341 | Investment Management | $1,056,083 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN BROTHERS & HARRIMAN Service code 28 · EIN 13-4973745 | Investment Management | $527,875 |
Filed as: GMO Service code 28 · EIN 04-2691242 | Investment Management | $370,218 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK NA Service code 25 · EIN 13-4994650 | Directed Trustee | $334,411 |
NEPC, LLC1+ years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $293,426 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $283,490 |
INVESCO1+ years Service code 28 · EIN 13-3725888 | Investment Management | $282,091 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $266,799 |
PARKLEXINGTON ADVISORS LLC1+ years Service code 17 · EIN 46-1385941 | Pension Consulting | $229,427 |
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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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | -1.84% | 6.04%-7.9pp | 5.44%-7.3pp | 9.19%-11.0pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $25,481-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |