Filed July 1, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 28 · EIN 04-1414660 | Investment Management | $2,578,661 |
HEWITT ASSOCIATES LLC1+ years Service code 14 · EIN 36-2235791 | Plan Administrator | $2,447,878 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN RED CROSS SALARIES Service code 30 · EIN 53-0196605 | Other services; Employee (plan); Dire... | $1,805,605 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P. MORGAN CHASE Service code 28 · EIN 13-3200244 | Investment Management | $825,577 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 19 · EIN 04-1867445 | Securities Custodian | $783,391 |
RESOURCE CAPITAL FUND, LP1+ years Filed as: RESOURCE CAPITAL FUNDS Service code 28 · EIN 98-0622443 | Investment Management | $639,107 |
Filed as: METROPOLITAN WEST ASSET MGT LLC Service code 28 · EIN 52-6062153 | Investment Management | $483,938 |
CENTERBRIDGE PARTNERS LP1+ years Service code 28 · EIN 94-3474341 | Investment Management | $414,015 |
NEXTEQUITY PARTNERS, LLC1+ years Filed as: NEXTEQUITY PARTNERS Service code 28 3000 SAND HILL ROAD · MENLO PARK, CA 94025 | Investment Management | $256,798 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT AND PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $254,962 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 0.30% | 10.84%-10.5pp | 5.00%-4.7pp | 5.86%-5.6pp |
| Employer contribution / active EE | $0 | $5,136-100.0% | $35,918-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |