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: FIDELITY MANAGEMENT TRUST COMPANY Service code 15 · EIN 04-3275867 | Recordkeeping | $2,026,417 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,490,233 |
INSIGHT NORTH AMERICA LLC3 years Filed as: INSIGHT INVESTMENT Service code 28 · EIN 82-0983489 | Investment Management | $1,287,046 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $1,090,747 |
Service code 28 · EIN 48-1140940 | Investment Management | $611,409 |
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE INVESTMENT MGMT ADVISERS Service code 28 · EIN 23-2859590 | Investment Management | $400,290 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $336,804 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET Service code 28 · EIN 52-1200960 | Investment Management | $177,009 |
GOLDMAN SACHS8 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $45,928 |
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $36,027 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 3.68% | 9.90%-6.2pp | 12.68%-9.0pp | 13.18%-9.5pp |
| Employer contribution / active EE | $0 | $7,519-100.0% | $41,626-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |