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 FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,655,592 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE INFRASTRUCTURE PARTNERS Service code 28 · EIN 23-2859590 | Investment Management | $1,522,607 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: EPOCH INVESTMENTS PARTNERS, INC. Service code 28 · EIN 20-1003862 | Investment Management | $1,096,668 |
Filed as: BNY MELLON ASSET MGMT NA CORP Service code 28 · EIN 25-1442864 | Investment Management | $1,087,958 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $1,045,237 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT Service code 15 · EIN 04-3609848 | Recordkeeping | $909,650 |
AQR CAPITAL MANAGEMENT LLC3 years Filed as: AQR CAPITAL MANAGEMENT HOLDINGS LLC Service code 28 · EIN 13-3987414 | Investment Management | $883,108 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $771,060 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $448,754 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $56,845 |
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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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -5.85% | -4.58%-1.3pp | -2.18%-3.7pp | -1.95%-3.9pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $38,751-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |