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 LLC2+ years Filed as: TOWERS WATSON Service code 65 · EIN 23-1159360 | Account Maintenance | $935,627 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $744,459 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $660,882 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $575,172 |
Filed as: JOHN HANCOCK Service code 65 · EIN 01-0233346 | Account Maintenance | $503,193 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $423,437 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST CO. NA Service code 28 · EIN 04-2767481 | Investment Management | $333,485 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $330,435 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $270,405 |
IRON BRIDGE CAPITAL MANAGEMENT2+ years Filed as: IRONBRIDGE CAPITAL MANAGEMENT Service code 28 · EIN 36-4255832 | Investment Management | $265,991 |
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 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 9.25% | 9.56%-0.3pp | 14.41%-5.2pp | 17.84%-8.6pp |
| Employer contribution / active EE | $22,987 | $24,624-6.6% | $45,283-49.2% | $14,688+56.5% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |