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 |
|---|---|---|
Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $1,801,080 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,708,753 |
DELAWARE INVESTMENTS3 years Filed as: MACQUARIE INFRASTRUCTURE PARTNERS Service code 28 · EIN 23-2859590 | Investment Management | $1,540,969 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,316,984 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: EPOCH INVESTMENTS PARTNERS, INC. Service code 28 · EIN 20-1003862 | Investment Management | $1,017,965 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT Service code 15 · EIN 04-3609848 | Recordkeeping | $982,053 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $952,860 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET Service code 28 · EIN 52-1200960 | Investment Management | $782,460 |
AQR CAPITAL MANAGEMENT LLC4 years Filed as: AQR CAPITAL MANAGEMENT HOLDINGS LLC Service code 28 · EIN 13-3987414 | Investment Management | $623,111 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $413,713 |
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 | $0 | $568,132-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 21.02% | 16.24%+4.8pp | 14.64%+6.4pp | 1023.85%-1002.8pp |
| Employer contribution / active EE | $0 | $16,860-100.0% | $41,831-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $200-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | - |