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 |
|---|---|---|
Filed as: TOWERS WATSON PENNSYLVANIA Service code 16 · EIN 23-1159360 | Consulting | $1,023,913 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $618,653 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $605,853 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $497,630 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: J.P. MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $454,194 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $412,978 |
AON CONSULTING5+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $380,158 |
WALTER SCOTT & PARTNERS LIMITED5+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $351,532 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $296,507 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $247,418 |
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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 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 8.54% | 12.86%-4.3pp | 380.66%-372.1pp | 12.86%-4.3pp |
| Employer contribution / active EE | $16,179 | $13,687+18.2% | $45,083-64.1% | $13,687+18.2% |
| Participant deferral / active EE | $0 | $833-100.0% | $272-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |