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 EMPLOYERS3+ years Service code 13 · EIN 74-3243950 | Contract Administrator | $4,939,080 |
FIRST EAGLE3+ years Service code 28 · EIN 57-1156902 | Investment Management | $1,899,926 |
ARTISAN PARTNERS3+ years Service code 28 · EIN 30-0551775 | Investment Management | $1,872,065 |
LAZARD ASSET MANAGEMENT3+ years Service code 28 · EIN 05-0530199 | Investment Management | $1,359,168 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN MANAGEMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $908,394 |
DRA ADVISORS LLC3+ years Filed as: DRA GROWTH Service code 28 · EIN 13-3774195 | Investment Management | $847,333 |
PATTERSON CAPITAL CORPORATION3+ years Filed as: PATTERSON CAPITAL CORP Service code 28 · EIN 95-3170259 | Investment Management | $843,342 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 98-0117968 | Investment Management | $692,236 |
Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $662,916 |
SENTINEL3+ years Service code 28 · EIN 76-0523495 | Investment Management | $657,262 |
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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 | $7,764,297-100.0% | $192,869-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | 8.45% | -1.95%+10.4pp | -0.77%+9.2pp | -1.95%+10.4pp |
| Employer contribution / active EE | $3,813 | $9,243-58.7% | $29,514-87.1% | $9,243-58.7% |
| Participant deferral / active EE | $0 | $425-100.0% | $36-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $42,257-100.0% | $62,356-100.0% |