Filed December 18, 1997 (most recent of 3 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 |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $709,791 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 28 · EIN 36-3871028 | Investment Management | $596,793 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $385,054 |
MONDRIAN INVESTMENT GROUP1+ years Service code 28 · EIN 56-2475915 | Investment Management | $256,356 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $228,673 |
BLACKROCK1+ years Filed as: BLACK ROCK Service code 28 · EIN 94-3112180 | Investment Management | $112,279 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: STONE HARBOR INVESTMENT PARTNERS Service code 28 · EIN 20-3888589 | Investment Management | $7,707 |
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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 | $0 | $10,105-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -1.87% | 3.11%-5.0pp | 16.23%-18.1pp | 3.11%-5.0pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $17,605-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $237-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $11-100.0% | - |