Filed April 27, 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.
| Provider | Service type | Compensation |
|---|---|---|
NUMERIC INVESTORS LLC1+ years Service code 28 · EIN 04-3068821 | Investment Management | $1,954,465 |
Service code 28 · EIN 45-3056700 | Investment Management | $1,634,309 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $1,597,778 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,317,800 |
BLACKROCK1+ years Service code 28 · EIN 94-3112180 | Investment Management | $1,099,109 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST CO Service code 28 · EIN 20-2159373 | Investment Management | $953,441 |
SANDIA CORPORATION1+ years Service code 35 · EIN 85-0097942 | Employee (plan sponsor); Direct payme... | $721,107 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $721,012 |
ARONSON & JOHNSON & ORTIZ, LP1+ years Service code 28 · EIN 23-2312104 | Investment Management | $581,552 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $403,250 |
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 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 | $0 | $252,559-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.0%0pp |
| Annual return | -8.05% | 3.11%-11.2pp | -1.68%-6.4pp | 3.11%-11.2pp |
| Employer contribution / active EE | $25,441 | $9,361+171.8% | $44,959-43.4% | $9,361+171.8% |
| Participant deferral / active EE | $0 | $375-100.0% | $330-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $12,994-100.0% | - |