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 |
|---|---|---|
AON CONSULTING8+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $979,669 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $698,385 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $617,268 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $504,457 |
THE BANK OF NEW YORK MELLON5 years Service code 16 · EIN 13-5160382 | Consulting | $417,045 |
WALTER SCOTT & PARTNERS LIMITED8+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $375,735 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $284,370 |
ARROWSTREET CAPITAL8+ years Filed as: ARROWSTREET CAPITAL, LIMITED Service code 28 · EIN 04-3472863 | Investment Management | $211,517 |
MONDRIAN INVESTMENT GROUP5 years Filed as: MONDRIAN INVESTMENT GROUP (US) Service code 28 · EIN 56-2475915 | Investment Management | $123,497 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK AND TRUST CO Service code 28 · EIN 04-0025081 | Investment Management | $108,005 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $306,246-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 62.9%-62.9pp | 2.2%-2.2pp |
| Annual return | -30.94% | 9.11%-40.0pp | 35.15%-66.1pp | 9.11%-40.0pp |
| Employer contribution / active EE | $12,251 | $12,231+0.2% | $46,389-73.6% | $12,231+0.2% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $72-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $4,448-100.0% | $125-100.0% |