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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MONDRIAN INTERNATIONAL Service code 28 · EIN 36-7205063 | Investment Management | $169,181 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $80,429 |
LAZARD ASSET MANAGEMENT4 years Service code 28 · EIN 20-4571006 | Investment Management | $78,997 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MANAGEMENT HEADQUARTE Service code 28 · EIN 20-1672312 | Investment Management | $67,049 |
Filed as: SYSTEMATIC INVESTMENT MANAGEMENT Service code 28 · EIN 25-1951632 | Investment Management | $41,790 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & CO LLC Service code 17 · EIN 47-2614791 | Pension Consulting | $39,136 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $36,265 |
LOOMIS SAYLES1 year Service code 28 · EIN 90-0824118 | Investment Management | $24,969 |
PIONEER1 year Service code 17 · EIN 43-2095408 | Pension Consulting | $22,665 |
COMMERCE BANK1 year Filed as: COMMERCE TRUST COMPANY Service code 21 · EIN 43-6196079 | Bank Trustee | $17,940 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 18.23% | 12.20%+6.0pp | 10.56%+7.7pp | 21.83%-3.6pp |
| Employer contribution / active EE | $0 | $12,801-100.0% | $30,199-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |