Filed October 18, 2004
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 |
|---|---|---|
SCUFCW UNIONS AND FOOD EMPLOYERS1+ years Service code 13 · EIN 74-3243950 6425 KATELLA AVENUE · CYPRESS, CA 906305238 | Contract Administrator | $4,540,563 |
ARTISAN PARTNERS1+ years Service code 28 · EIN 30-0551775 875 E WISCONSIN AVE, SUITE 800 · MILWAUKEE, WI 53202 | Investment Management | $2,009,974 |
FIRST EAGLE1+ years Service code 28 · EIN 57-1156902 | Investment Management | $1,428,494 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN MANAGEMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $1,069,088 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZE, 57TH FLOOR · NEW YORK, NY 10112 | Investment Management | $965,468 |
VONTOBEL USA INC1+ years Filed as: VONTOBEL Service code 28 · EIN 13-3223264 1540 BROADWAY, 38TH FLOOR · NEW YORK, NY 10036 | Investment Management | $889,904 |
SCHWARTZ, STEINSAPIR, ET AL1+ years Filed as: SCHWARTZ,STEINSAPIR,DOHRM Service code 29 · EIN 95-2077781 | Legal | $658,396 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: NEW SOUTH CAPITAL Service code 28 · EIN 62-1237220 999 S. SHADY GROVE RD STE 501 · MEMPHIS, TN 38120 | Investment Management | $646,979 |
CREWS MACQUARRIE & ASSOC1+ years Service code 11 · EIN 38-3647875 | Actuarial | $614,778 |
PATTERSON CAPITAL CORPORATION1+ years Filed as: PATTERSON CAPITAL CORP Service code 28 · EIN 95-3170259 2029 CENTURY PARK EAST, SUITE 2950 · LOS ANGELES, CA 90067 | Investment Management | $575,455 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $139,743-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 22.6%-22.6pp | 4.2%-4.2pp |
| Annual return | -0.11% | 10.64%-10.8pp | 4.96%-5.1pp | 10.64%-10.8pp |
| Employer contribution / active EE | $3,552 | $11,561-69.3% | $29,749-88.1% | $11,561-69.3% |
| Participant deferral / active EE | $0 | $347-100.0% | $26-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,369-100.0% | $312-100.0% |