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 LLC3+ years Filed as: TOWERS WATSON Service code 28 · EIN 23-1159360 | Investment Management | $793,861 |
Service code 11 · EIN 25-1543933 | Actuarial | $779,010 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J.P. MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $677,288 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $638,575 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $525,414 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $446,990 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $410,171 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $295,343 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST CO. NA Service code 28 · EIN 04-2767481 | Investment Management | $226,944 |
IRON BRIDGE CAPITAL MANAGEMENT3+ years Filed as: IRONBRIDGE CAPITAL MANAGEMENT Service code 28 · EIN 36-4255832 | Investment Management | $217,460 |
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 | $21,578,776-100.0% | $1,035,159-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | 15.03% | -1.84%+16.9pp | -61.72%+76.7pp | 33.37%-18.3pp |
| Employer contribution / active EE | $6,380 | $20,811-69.3% | $47,703-86.6% | $11,253-43.3% |
| Participant deferral / active EE | $0 | $3,271-100.0% | $135-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,792-100.0% | $99,113-100.0% |