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 CONSULTING6 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $786,082 |
THE BANK OF NEW YORK MELLON4 years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $446,457 |
Filed as: FMR CORP Service code 28 · EIN 04-3532603 | Investment Management | $431,375 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $346,244 |
Filed as: BARROW HANLEY, MEWHINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $339,503 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $336,704 |
Filed as: GRANTHAM, MAYO, VANOTTERLOO & CO. Service code 28 · EIN 04-2691242 | Investment Management | $317,524 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $185,109 |
Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $157,203 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN ASSET INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $98,095 |
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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -14.68% | 17.17%-31.9pp | 179.55%-194.2pp | 23.41%-38.1pp |
| Employer contribution / active EE | $0 | $11,568-100.0% | $24,917-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |