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 |
|---|---|---|
Filed as: FIDELITY MGMT TRUST CO Service code 16 · EIN 04-3022712 | Consulting | $1,634,501 |
AON CONSULTING2 years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $1,596,249 |
Filed as: HEALTH CARE SERVICE Service code 13 · EIN 36-1236610 | Contract Administrator | $967,213 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MGMT CO Service code 28 · EIN 33-0629048 | Investment Management | $945,656 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $824,906 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $780,409 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & CO Service code 28 · EIN 04-3200030 | Investment Management | $718,486 |
SCOTT & WHITE HEALTHCARE5+ years Service code 13 · EIN 32-0389697 | Contract Administrator | $597,320 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 28 · EIN 20-3847783 | Investment Management | $523,713 |
CAUSEWAY CAPITAL MANAGEMENT LLC5+ years Filed as: CAUSEWAY CAPITAL MGMT Service code 28 · EIN 95-4861680 | Investment Management | $503,525 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 19.83% | 21.83%-2.0pp | 12.90%+6.9pp | 21.83%-2.0pp |
| Employer contribution / active EE | $36,051 | $12,237+194.6% | $53,929-33.2% | $12,237+194.6% |
| Participant deferral / active EE | $1,093 | $987+10.7% | $78+1304.1% | $987+10.7% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |