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.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,589,077 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE INVESTMENT ADVISERS Service code 28 · EIN 23-2859590 | Investment Management | $1,485,699 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $1,327,136 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $1,318,946 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: EPOCH INVESTMENTS PARTNERS, INC. Service code 28 · EIN 20-1003862 | Investment Management | $1,112,073 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $1,080,429 |
Filed as: CONDUENT Service code 15 · EIN 04-3609848 | Recordkeeping | $1,042,897 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $999,608 |
Filed as: AQR CAPITAL MANAGEMENT HOLDINGS LLC Service code 28 · EIN 13-3987414 | Investment Management | $279,801 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $269,980 |
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 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 7.63% | 7.64%0pp | 4.74%+2.9pp | 10.64%-3.0pp |
| Employer contribution / active EE | $0 | $7,500-100.0% | $36,089-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |