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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 28 · EIN 23-1159360 | Investment Management | $812,929 |
Filed as: GRANTHAM, MAYO, VANOTTERLOO & CO. Service code 28 · EIN 04-2691242 | Investment Management | $521,124 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $431,238 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $382,059 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $331,425 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $313,769 |
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-2767481 | Investment Management | $300,526 |
IRON BRIDGE CAPITAL MANAGEMENT3+ years Filed as: IRON BRIDGE Service code 28 · EIN 36-4255832 | Investment Management | $271,016 |
Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $242,249 |
Filed as: FMR CORP Service code 28 · EIN 04-3532603 | Investment Management | $241,160 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 17.07% | 19.60%-2.5pp | 11.12%+6.0pp | 17.84%-0.8pp |
| Employer contribution / active EE | $9,490 | $16,438-42.3% | $22,651-58.1% | $14,688-35.4% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |