Filed June 24, 2002 (most recent of 2 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 |
|---|---|---|
BAILLIE GIFFORD OVERSEAS LTD2+ years Service code 33 · EIN 22-3438530 | Other fees; Soft dollars commissions;... | $625,655 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST CO. LLC Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $380,552 |
LINCOLN NATIONAL CORPORATION2+ years Service code 50 · EIN 35-0472300 | Direct Payment | $279,641 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $273,360 |
PIMCO FUNDS1 year Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $189,308 |
MERCER2+ years Service code 11 · EIN 13-2334414 | Actuarial | $185,453 |
EMERALD FUNDS1 year Filed as: EMERALD ADVISERS, LLC Service code 28 · EIN 83-1180034 | Investment Management | $175,304 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $151,751 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-6078093 | Investment Management | $127,671 |
Service code 24 · EIN 13-3200244 | Discretionary Trustee | $74,547 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 9.92% | 34.64%-24.7pp | 20.73%-10.8pp | 21.83%-11.9pp |
| Employer contribution / active EE | $7,862 | $7,654+2.7% | $36,503-78.5% | $12,237-35.7% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |