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 LLC1+ years Filed as: TOWERS WATSON Service code 65 · EIN 23-1159360 | Account Maintenance | $960,891 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $473,864 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $407,682 |
Filed as: JOHN HANCOCK Service code 28 · EIN 01-0233346 | Investment Management | $394,205 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $378,227 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST CO. NA Service code 28 · EIN 04-2767481 | Investment Management | $338,454 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $316,408 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $291,646 |
IRON BRIDGE CAPITAL MANAGEMENT1+ years Filed as: IRONBRIDGE CAPITAL MANAGEMENT Service code 28 · EIN 36-4255832 | Investment Management | $274,787 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $259,934 |
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Annual investment return 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 | $381,942,733-100.0% | $264,156-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 0.0%0pp |
| Annual return | -0.41% | 9.19%-9.6pp | 4.74%-5.1pp | 9.19%-9.6pp |
| Employer contribution / active EE | $21,656 | $12,608+71.8% | $46,220-53.1% | $12,608+71.8% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $248-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,050-100.0% | $2,655,710-100.0% |