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 |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID MGMT TRUST CO Service code 16 · EIN 04-3022712 | Consulting | $1,577,654 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $1,367,613 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MGMT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,322,640 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & CO Service code 28 · EIN 04-3200030 | Investment Management | $913,261 |
Filed as: BLUE CROSS BLUE SHIELD Service code 13 · EIN 36-1236610 | Contract Administrator | $888,011 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON Service code 28 · EIN 25-1890416 | Investment Management | $823,133 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $661,574 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 20-3847783 | Investment Management | $546,930 |
SCOTT & WHITE HEALTHCARE2+ years Service code 13 · EIN 32-0389697 | Contract Administrator | $370,636 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $351,351 |
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Participant contribution per participant 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 | $381,942,733-100.0% | $500,101-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 9.91% | 7.66%+2.2pp | 2.08%+7.8pp | 9.19%+0.7pp |
| Employer contribution / active EE | $29,461 | $9,651+205.3% | $47,324-37.7% | $12,608+133.7% |
| Participant deferral / active EE | $1,177 | $422+178.9% | $78+1418.1% | $1,615-27.1% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,916-100.0% | $2,655,710-100.0% |