Filed September 15, 1992
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: SALARIES - MANAGEMENT Service code 30 · EIN 52-6118572 | Employee (plan); Direct payment from ... | $1,811,168 |
Filed as: SALARIES - PENSION Service code 30 · EIN 52-6118572 | Employee (plan); Direct payment from ... | $1,528,645 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 | Investment Management | $1,428,924 |
FIRST EAGLE1+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $1,400,959 |
WALTER SCOTT & PARTNERS LIMITED1+ years Service code 28 · EIN 98-0465834 | Investment Management | $1,203,663 |
Service code 30 · EIN 52-6118572 | Employee (plan); Direct payment from ... | $1,067,615 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,031,072 |
MANNING & NAPIER1+ years Service code 28 · EIN 45-3328488 | Investment Management | $1,026,510 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 80-0175963 | Investment Management | $922,100 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $843,692 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 1 Loan in default | LEHMAN BROTHERS HOLDINGS INC. | — | 745 SEVENTH AVENUE NEW YORK, NY 10019 | — |
| Part 1 Loan in default | LEHMAN BROTHERS HOLDINGS INC. | — | 745 SEVENTH AVENUE NEW YORK, NY 10019 | — |
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 | $47,522-100.0% | $19,623-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 12.5%-12.5pp | 9.2%-9.2pp |
| Annual return | -0.85% | -0.08%-0.8pp | -0.97%+0.1pp | -0.08%-0.8pp |
| Employer contribution / active EE | $8,576 | $7,991+7.3% | $22,441-61.8% | $7,991+7.3% |
| Participant deferral / active EE | $0 | $325-100.0% | $183-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $2,730-100.0% | $275-100.0% |