Filed April 23, 2001 (most recent of 5 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 FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,532,757 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE INVESTMENT ADVISERS Service code 28 · EIN 23-2859590 | Investment Management | $1,483,358 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $1,345,422 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $1,288,063 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $1,239,304 |
WITHUMSMITH+BROWN, PC1+ years Filed as: TWEEDY, BROWNE COMPANY LLC Service code 28 · EIN 13-3381587 | Investment Management | $1,189,340 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH INVESTMENTS PARTNERS, INC. Service code 28 · EIN 20-1003862 | Investment Management | $1,136,760 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $985,101 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $827,512 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $428,290 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | -1.29% | 3.03%-4.3pp | -0.81%-0.5pp | -0.08%-1.2pp |
| Employer contribution / active EE | $0 | $7,443-100.0% | $38,425-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |