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 FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,604,908 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INFRASTRUCTURE PARTNERS Service code 28 · EIN 23-2859590 | Investment Management | $1,497,937 |
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $1,351,047 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $1,235,560 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: EPOCH INVESTMENTS PARTNERS, INC. Service code 28 · EIN 20-1003862 | Investment Management | $1,102,251 |
Filed as: CONDUENT (FORMERLY XEROX) Service code 15 · EIN 04-3609848 | Recordkeeping | $1,018,614 |
AQR CAPITAL MANAGEMENT LLC2 years Filed as: AQR CAPITAL MANAGEMENT HOLDINGS LLC Service code 28 · EIN 13-3987414 | Investment Management | $870,161 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $765,073 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $450,512 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $55,510 |
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.
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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 6.10% | 13.90%-7.8pp | 10.36%-4.3pp | 1057.21%-1051.1pp |
| Employer contribution / active EE | $0 | $9,853-100.0% | $37,738-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |