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 CONSULTING9+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $812,030 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $474,167 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $464,832 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: J.P. MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $378,091 |
THE BANK OF NEW YORK MELLON6 years Service code 19 · EIN 13-5160382 | Securities Custodian | $364,103 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $351,723 |
WALTER SCOTT & PARTNERS LIMITED9+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $346,924 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $276,968 |
Service code 28 · EIN 20-8058531 | Investment Management | $250,416 |
K&L GATES1 year Filed as: K & L GATES Service code 16 · EIN 25-0921018 | Consulting | $83,333 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 4.87% | 9.30%-4.4pp | 8.04%-3.2pp | 9.30%-4.4pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $42,698-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |