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 |
|---|---|---|
PIMCO FUNDS2 years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $831,851 |
BAILLIE GIFFORD OVERSEAS LTD3+ years Service code 33 · EIN 22-3438530 | Investment management fees paid direc... | $634,892 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $316,030 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST CO. LLC Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $306,810 |
LINCOLN NATIONAL CORPORATION3+ years Service code 50 · EIN 35-0472300 | Direct Payment | $274,795 |
MERCER3+ years Service code 11 · EIN 13-2334414 | Actuarial | $171,634 |
EMERALD FUNDS2 years Filed as: EMERALD ADVISERS, LLC Service code 28 · EIN 83-1180034 | Investment Management | $159,120 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-6078093 | Investment Management | $124,283 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $81,067 |
Service code 24 · EIN 13-4994650 | Discretionary Trustee | $67,089 |
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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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 7.64% | 12.77%-5.1pp | 90.61%-83.0pp | 12.86%-5.2pp |
| Employer contribution / active EE | $4,027 | $8,963-55.1% | $32,730-87.7% | $13,687-70.6% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |