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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 28 · EIN 23-1159360 | Investment Management | $786,520 |
Filed as: GRANTHAM, MAYO, VANOTTERLOO & CO. Service code 28 · EIN 04-2691242 | Investment Management | $512,938 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $449,974 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $372,284 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $335,939 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $256,415 |
Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $252,483 |
Filed as: FMR CORP Service code 28 · EIN 04-3532603 | Investment Management | $246,882 |
Filed as: BARROW HANLEY, MEWHINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $230,267 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $225,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -4.80% | -5.10%+0.3pp | -6.55%+1.8pp | 33.37%-38.2pp |
| Employer contribution / active EE | $2,478 | $17,560-85.9% | $21,653-88.6% | $11,253-78.0% |
| Participant deferral / active EE | $0 | $304-100.0% | $160-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |