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 LLC2 years Filed as: TOWERS WATSON PENNSYLVANIA Service code 16 · EIN 23-1159360 | Consulting | $1,108,165 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $665,227 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $537,652 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $459,601 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $385,212 |
AON CONSULTING6+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $334,325 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $312,619 |
STRATEGIC BENEFIT ADVISORS3 years Filed as: STRATEGIC BENEFITS ADVISORS Service code 16 · EIN 03-0415817 | Consulting | $299,868 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $200,749 |
ARROWSTREET CAPITAL6+ years Filed as: ARROWSTREET CAPITAL, LIMITED Service code 28 · EIN 04-3472863 | Investment Management | $194,306 |
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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 | $444,552-100.0% | $375,279-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 36.7%-36.7pp | 3.7%-3.7pp |
| Annual return | 19.27% | 15.63%+3.6pp | 9.78%+9.5pp | 15.63%+3.6pp |
| Employer contribution / active EE | $17,153 | $11,476+49.5% | $46,882-63.4% | $11,476+49.5% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $72-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $5,665-100.0% | $429-100.0% |