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 FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,807,390 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT MGMT ADVISERS Service code 28 · EIN 23-2859590 | Investment Management | $1,622,972 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $1,557,703 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,335,837 |
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT Service code 15 · EIN 04-3609848 | Recordkeeping | $959,385 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET Service code 28 · EIN 52-1200960 | Investment Management | $808,297 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $573,379 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: EPOCH INVESTMENTS PARTNERS, INC. Service code 28 · EIN 20-1003862 | Investment Management | $553,829 |
AQR CAPITAL MANAGEMENT LLC5 years Filed as: AQR CAPITAL MANAGEMENT HOLDINGS LLC Service code 28 · EIN 13-3987414 | Investment Management | $413,860 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $266,092 |
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 8.65% | 5230.06%-5221.4pp | 9.52%-0.9pp | 5230.06%-5221.4pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $41,951-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $18-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |