Filed March 8, 2002 (most recent of 6 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC INVESTMENT GROUP Service code 27 | Advisory (Plan) | $1,080,467 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Custodial (other than securities) | $442,498 |
JOHNS HOPKINS HEALTH SYSTEM6+ years Service code 14 · EIN 52-1465301 | Plan Administrator | $295,000 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $268,681 |
Service code 28 · EIN 04-2691242 | Investment Management | $268,053 |
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $214,181 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 28 · EIN 04-3532603 | Investment Management | $147,381 |
FINDLEY6+ years Filed as: FINDLEY DAVIES, INC. Service code 16 · EIN 34-1213174 | Consulting | $85,268 |
SB & COMPANY, LLC6+ years Service code 10 · EIN 20-2153727 | Accounting | $67,403 |
MERCER3 years Filed as: MERCER HUMAN RESOURECE CONSULTANT Service code 11 · EIN 13-2834414 | Actuarial | $37,740 |
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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 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 20.26% | 45.95%-25.7pp | 10.75%+9.5pp | 19.39%+0.9pp |
| Employer contribution / active EE | $13,688 | $4,551+200.7% | $35,165-61.1% | $8,446+62.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |