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 |
|---|---|---|
Service code 28 · EIN 61-1691139 | Investment Management | $253,635 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $187,807 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $166,086 |
ACADIAN ASSET MANAGEMENT LLC6 years Filed as: ACADIAN ASSET MANAGEMENT HEADQUARTE Service code 28 · EIN 20-0166430 | Investment Management | $87,033 |
LAZARD ASSET MANAGEMENT6 years Service code 28 · EIN 20-4571006 | Investment Management | $45,860 |
Filed as: LEGAL & GENERAL INVESTMENT INC Service code 28 · EIN 20-8058531 | Investment Management | $28,688 |
FIERA CAPITAL4 years Filed as: FIERA FUND Service code 28 · EIN 90-0947943 | Investment Management | $22,231 |
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 14.56% | 19.37%-4.8pp | 11.08%+3.5pp | 15.63%-1.1pp |
| Employer contribution / active EE | $0 | $13,107-100.0% | $28,418-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |