Filed November 9, 2005 (most recent of 5 filings on file)
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 |
|---|---|---|
AON CONSULTING8 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $650,584 |
THE BANK OF NEW YORK MELLON6 years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $563,328 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $344,576 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $308,174 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $262,405 |
IR+M COLLECTIVE INVESTMENT2 years Service code 28 · EIN 37-6567224 | Investment Management | $239,119 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $121,435 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN ASSET INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $99,411 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $46,045 |
MONDRIAN INVESTMENT GROUP10+ years Filed as: MONDRIAN INVESTMENT GROUP (US) Service code 28 · EIN 56-2475915 | Investment Management | $44,068 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.85% | 18.61%-12.8pp | 4.95%+0.9pp | 9.30%-3.5pp |
| Employer contribution / active EE | $0 | $11,871-100.0% | $20,917-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |