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 CONSULTING7 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $562,245 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $278,129 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (bank... | $238,673 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $210,579 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN ASSET INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $132,420 |
Service code 28 · EIN 37-6567224 | Investment Management | $131,928 |
Filed as: FMR CORP Service code 28 · EIN 04-3532603 | Investment Management | $121,171 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $116,842 |
MONDRIAN INVESTMENT GROUP9+ years Filed as: MONDRIAN INVESTMENT GROUP (US) Service code 28 · EIN 56-2475915 | Investment Management | $111,149 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $73,437 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 2.09% | 8.28%-6.2pp | 8.46%-6.4pp | 9.11%-7.0pp |
| Employer contribution / active EE | $0 | $8,225-100.0% | $25,175-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |