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.
| Provider | Service type | Compensation |
|---|---|---|
SCUFCW UNIONS AND FOOD EMPLOYERS2+ years Service code 13 · EIN 74-3243950 6425 KATELLA AVENUE · CYPRESS, CA 906305238 | Contract Administrator | $4,784,059 |
ARTISAN PARTNERS2+ years Service code 28 · EIN 30-0551775 | Investment Management | $1,723,606 |
FIRST EAGLE2+ years Service code 28 · EIN 57-1156902 | Investment Management | $1,420,299 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZE, 57TH FLOOR · NEW YORK, NY 10112 | Investment Management | $1,114,728 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN MANAGEMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $984,988 |
DRA ADVISORS LLC2+ years Filed as: DRA GROWTH Service code 28 · EIN 13-3774195 | Investment Management | $777,242 |
SCHWARTZ, STEINSAPIR, ET AL2+ years Filed as: SCHWARTZ,STEINSAPIR,DOHRM Service code 29 · EIN 95-2077781 | Legal | $742,717 |
CREWS MACQUARRIE & ASSOC2+ years Service code 11 · EIN 38-3647875 | Actuarial | $654,178 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 98-0117968 | Investment Management | $635,401 |
MEKETA INVESTMENT GROUP2+ years Filed as: MEKETA INVESTMENT GRP INC Service code 28 · EIN 04-2659023 | Investment Management | $615,000 |
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 | $14,491,905-100.0% | $158,640-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 22.2%-22.2pp | 5.3%-5.3pp |
| Annual return | 8.83% | 1057.21%-1048.4pp | 10.66%-1.8pp | 1057.21%-1048.4pp |
| Employer contribution / active EE | $4,126 | $14,374-71.3% | $30,880-86.6% | $14,374-71.3% |
| Participant deferral / active EE | $0 | $351-100.0% | $65-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,478-100.0% | $81,210-100.0% |