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 | $2,030,964 |
INSIGHT NORTH AMERICA LLC4 years Filed as: INSIGHT INVESTMENT Service code 28 · EIN 82-0983489 | Investment Management | $1,314,300 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,229,471 |
Service code 28 · EIN 48-1140940 | Investment Management | $781,975 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $674,378 |
DELAWARE INVESTMENTS5 years Filed as: MACQUARIE INVESTMENT MGMT ADVISERS Service code 28 · EIN 23-2859590 | Investment Management | $193,922 |
GOLDMAN SACHS9 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $183,347 |
THE BANK OF NEW YORK MELLON6 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $32,838 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $6,770 |
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 1.85% | 8.85%-7.0pp | 9.17%-7.3pp | 8.85%-7.0pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $40,523-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |