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 EMPLOYERS4+ years Service code 13 · EIN 74-3243950 | Contract Administrator | $5,275,955 |
SENTINEL4+ years Service code 51 · EIN 76-0523495 | Investment Mgmt Fees | $4,197,112 |
ARTISAN PARTNERS4+ years Service code 28 · EIN 30-0551775 | Investment Management | $1,829,434 |
FIRST EAGLE4+ years Service code 28 · EIN 57-1156902 | Investment Management | $1,449,991 |
SOUTH STATE RPS1 year Filed as: 36-SOUTH CAPITAL ADVISORS LLP Service code 28 | Investment Management | $1,407,763 |
Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $1,004,785 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN MANAGEMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $950,394 |
LAZARD ASSET MANAGEMENT4+ years Service code 28 · EIN 05-0530199 | Investment Management | $946,730 |
PATTERSON CAPITAL CORPORATION4+ years Filed as: PATTERSON CAPITAL CORP Service code 28 · EIN 95-3170259 | Investment Management | $619,111 |
MEKETA INVESTMENT GROUP4+ years Filed as: MEKETA INVESTMENT GRP INC Service code 28 · EIN 04-2659023 | Investment Management | $615,000 |
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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 | $894,319,009-100.0% | $177,834-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 1.80% | 24.48%-22.7pp | 11.67%-9.9pp | 24.48%-22.7pp |
| Employer contribution / active EE | $5,000 | $9,418-46.9% | $28,376-82.4% | $9,418-46.9% |
| Participant deferral / active EE | $0 | $501-100.0% | $46-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $15,617-100.0% | $2,968,729-100.0% |