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 |
|---|---|---|
Filed as: TOWERS WATSON PENNSYLVANIA Service code 16 · EIN 23-1159360 | Consulting | $718,683 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $446,291 |
Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $435,539 |
Filed as: GRANTHAM, MAYO, VANOTTERLOO & CO. Service code 28 · EIN 04-2691242 | Investment Management | $423,022 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $372,386 |
AON CONSULTING3 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $312,922 |
Filed as: BARROW HANLEY, MEWHINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $299,927 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $288,095 |
Filed as: FMR CORP Service code 28 · EIN 04-3532603 | Investment Management | $281,435 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $271,457 |
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 24.40% | 17.95%+6.4pp | 13.45%+10.9pp | 21.83%+2.6pp |
| Employer contribution / active EE | $1,117 | $16,835-93.4% | $26,057-95.7% | $12,237-90.9% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |