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 BARNEY6 years Filed as: JP MORGAN US ACTIVE CORE PLUS EQUIT Service code 28 · EIN 13-3200244 | Investment Management | $2,129,474 |
GCM GROSVENOR1 year Filed as: GCM GROSVENOR STRATEGIC Service code 28 · EIN 80-0952472 | Investment Management | $1,668,868 |
TSG8 LP4 years Service code 28 · EIN 98-1453466 | Investment Management | $1,332,822 |
PIMCO FUNDS5 years Filed as: PIMCO BRAVO FD III ONSHORE Service code 28 · EIN 33-0629048 | Investment Management | $1,310,931 |
Filed as: WESTERN ASSET MGMT COMPANY Service code 28 · EIN 95-2705767 | Investment Management | $933,886 |
THE BANK OF NEW YORK MELLON3 years Service code 19 · EIN 13-5160382 | Securities Custodian | $812,716 |
ACUITAS INVESTMENT LLC5 years Service code 28 · EIN 27-3889854 | Investment Management | $697,723 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL ACTICE PL Service code 28 · EIN 91-0604934 | Investment Management | $652,598 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MGMT CO. Service code 28 · EIN 33-0629048 | Investment Management | $565,546 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $551,183 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -13.75% | -14.80%+1.0pp | 179.55%-193.3pp | -14.80%+1.0pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $24,917-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $463-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |