Filings through .
Filed June 25, 2004
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.
See peer percentile detail with Pro.
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Service code 18 STATE STREET FINANCIAL CENTER · BOSTON, MA 021112900 | Custodial (securities); Custodial (ot... | $1,953,272 |
JP MORGAN1+ years Filed as: JP MORGAN FUNDS SERVICES Service code 27 P.O. BOX 8528 · BOSTON, MA 022668528 | Advisory (Plan) | $206,854 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $69,579 |
ALIGHT SOLUTIONS LLC1+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $24,457 |
INVESCO1+ years Filed as: INVESCO STABLE VAL Service code 26 · EIN 36-6071399 | Advisory (Participants) | $5,587 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $1,007 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $612 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUNDS ADVISORS LP Service code 27 · EIN 30-0447847 | Advisory (Plan) | $579 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.