Filed March 19, 2003
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 |
|---|---|---|
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC. Service code 28 · EIN 90-0947943 | Investment Management | $75,436 |
FIERA CAPITAL1 year Service code 28 · EIN 90-0947943 | Investment Management | $75,435 |
Filed as: ACADIAN ASSET MANAGEMENT HEADQUARTE Service code 28 · EIN 20-1672312 | Investment Management | $64,193 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $14,478 |
LAZARD ASSET MANAGEMENT1 year Service code 28 · EIN 20-4571006 | Investment Management | $12,448 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 4.00% | 3.63%+0.4pp | 4.16%-0.2pp | 9.19%-5.2pp |
| Employer contribution / active EE | $4,234 | $11,363-62.7% | $29,966-85.9% | $12,608-66.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |