Filed July 30, 1997 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN US ACTIVE CORE PLUS EQUIT Service code 28 · EIN 13-3200244 | Investment Management | $2,392,550 |
TSG8 LP3 years Service code 28 · EIN 98-1453466 | Investment Management | $1,445,477 |
PIMCO FUNDS4 years Filed as: PIMCO BRAVO FD III ONSHORE Service code 28 · EIN 33-0629048 | Investment Management | $1,444,642 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT HR SERVICES Service code 15 · EIN 81-2983623 | Recordkeeping | $1,363,675 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON ASSET MGMT LLP Service code 28 · EIN 95-4328983 | Investment Management | $1,213,737 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL ACTICE PL Service code 28 · EIN 91-0604934 | Investment Management | $1,102,524 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $928,287 |
ACUITAS INVESTMENT LLC4 years Service code 28 · EIN 27-3889854 | Investment Management | $839,897 |
GCM GROSVENOR7+ years Service code 28 · EIN 80-0952472 | Investment Management | $777,425 |
TSG7 A LP2 years Service code 28 · EIN 35-2543421 | Investment Management | $588,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $0 | $765,066-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.0%0pp |
| Annual return | 10.47% | 13.51%-3.0pp | 8.31%+2.2pp | 13.51%-3.0pp |
| Employer contribution / active EE | $961 | $8,170-88.2% | $21,002-95.4% | $8,170-88.2% |
| Participant deferral / active EE | $0 | $488-100.0% | $224-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $724-100.0% | - |