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 |
|---|---|---|
AON CONSULTING7+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $703,792 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $664,339 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $538,855 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON PENNSYLVANIA Service code 50 · EIN 23-1159360 | Direct Payment | $497,955 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $440,200 |
WALTER SCOTT & PARTNERS LIMITED7+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $400,290 |
THE BANK OF NEW YORK MELLON4 years Service code 16 · EIN 13-5160382 | Consulting | $397,840 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $310,562 |
ARROWSTREET CAPITAL7+ years Filed as: ARROWSTREET CAPITAL, LIMITED Service code 28 · EIN 04-3472863 | Investment Management | $188,968 |
FRONTIER CAPITAL MANAGEMENT4 years Service code 28 · EIN 04-3492668 | Investment Management | $164,132 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $319,010-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 47.0%-47.0pp | 1.5%-1.5pp |
| Annual return | 1.78% | 23.41%-21.6pp | 10.22%-8.4pp | 23.41%-21.6pp |
| Employer contribution / active EE | $25,793 | $12,650+103.9% | $51,212-49.6% | $12,650+103.9% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $129-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $10,810-100.0% | $14,884-100.0% |