Filed February 11, 1
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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $1,425,915 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGMT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,416,841 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO Service code 28 · EIN 04-3200030 | Investment Management | $1,016,635 |
FID INV INST OPS CO1+ years Filed as: FID MGMT TRUST CO Service code 16 · EIN 04-3022712 | Consulting | $966,008 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON Service code 28 · EIN 25-1890416 | Investment Management | $936,773 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $684,610 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $651,299 |
SCOTT & WHITE HEALTHCARE1+ years Service code 13 · EIN 32-0389697 | Contract Administrator | $578,325 |
ARIEL INVESTMENTS, LLC1+ years Service code 28 · EIN 02-0712418 | Investment Management | $332,661 |
WITHUMSMITH+BROWN, PC1+ years Filed as: TWEEDY, BROWNE CO LLC Service code 28 · EIN 13-3381587 | Investment Management | $321,246 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $177,167-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -6.28% | -1.94%-4.3pp | -2.52%-3.8pp | 1.67%-7.9pp |
| Employer contribution / active EE | $1,224 | $10,838-88.7% | $82,375-98.5% | $10,506-88.3% |
| Participant deferral / active EE | $1,236 | $627+97.0% | $201+515.8% | $1,562-20.8% |
| Admin fee / account holder | $0 | $66,276-100.0% | $1,917-100.0% | $66,276-100.0% |