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 BARNEY7 years Filed as: JP MORGAN US ACTIVE CORE PLUS EQUIT Service code 28 · EIN 13-3200244 | Investment Management | $1,753,904 |
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT HR SERVICES Service code 15 · EIN 81-2983623 | Recordkeeping | $1,638,944 |
TSG8 LP5 years Service code 28 · EIN 98-1453466 | Investment Management | $1,489,003 |
PIMCO FUNDS6 years Filed as: PIMCO BRAVO FD III ONSHORE Service code 28 · EIN 33-0629048 | Investment Management | $1,284,158 |
GCM GROSVENOR2 years Filed as: GCM GROSVENOR STRATEGIC Service code 28 · EIN 80-0952472 | Investment Management | $1,238,396 |
THE BANK OF NEW YORK MELLON4 years Service code 19 · EIN 13-5160382 | Securities Custodian | $706,161 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MGMT CO. Service code 28 · EIN 33-0629048 | Investment Management | $688,705 |
ACUITAS INVESTMENT LLC6 years Service code 28 · EIN 27-3889854 | Investment Management | $577,754 |
TSG91 year Service code 28 · EIN 98-1628474 | Investment Management | $575,231 |
TSG7 A LP4 years Service code 28 · EIN 35-2543421 | Investment Management | $460,223 |
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Employer 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 | $0 | $191,373-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 9.45% | 33.11%-23.7pp | 8.46%+1.0pp | 33.11%-23.7pp |
| Employer contribution / active EE | $1,378 | $9,000-84.7% | $25,175-94.5% | $9,000-84.7% |
| Participant deferral / active EE | $0 | $680-100.0% | $181-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $730-100.0% | - |