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 FUNDS5 years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $605,226 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-3703295 | Investment Mgmt Fees | $444,388 |
BAILLIE GIFFORD OVERSEAS LTD6+ years Service code 33 · EIN 22-3438530 | Securities brokerage; Other fees; Sof... | $410,560 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $381,609 |
LINCOLN NATIONAL CORPORATION6+ years Service code 50 · EIN 35-0472300 | Direct Payment | $260,766 |
MERCER6+ years Service code 11 · EIN 12-2834414 | Actuarial | $149,529 |
EMERALD FUNDS2 years Filed as: EMERALD ADVISERS,LLC Service code 28 · EIN 83-1180034 | Investment Management | $101,138 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $91,833 |
THE BANK OF NEW YORK MELLON6+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-6078093 | Investment Management | $87,080 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN INVESTMENT MANAGENENT INC Service code 22 · EIN 13-4994650 | Insurance Broker | $44,960 |
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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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 6.36% | 9.71%-3.3pp | 32.33%-26.0pp | 9.11%-2.7pp |
| Employer contribution / active EE | $6,686 | $7,317-8.6% | $33,964-80.3% | $12,231-45.3% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |