Filed May 14, 2006 (most recent of 3 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 |
|---|---|---|
Service code 11 · EIN 23-1159360 | Actuarial | $332,572 |
FIRST EAGLE4+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT L Service code 51 · EIN 57-1156902 | Investment Mgmt Fees | $68,461 |
SHENKMAN CAPITAL MANAGEMENT4+ years Filed as: SHENKMAN CAPITAL MGMT INC Service code 28 461 FIFTH AVENUE 22ND FLOOR · NEW YORK, NY 10017 | Investment Management | $44,103 |
MEKETA INVESTMENT GROUP4+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 28 · EIN 04-2659023 | Investment Management | $33,166 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 25 · EIN 36-2085229 | Directed Trustee | $31,702 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $23,833 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET RETIREE SERVICES Service code 25 · EIN 04-1867445 | Directed Trustee | $637 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP Service code 25 · EIN 23-1945930 | Directed Trustee | $0 |
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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 | $37,197-100.0% | $261,924-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 4.7%-4.7pp |
| Annual return | -5.14% | -3.22%-1.9pp | -2.99%-2.2pp | -0.69%-4.5pp |
| Employer contribution / active EE | $17,045 | $32,178-47.0% | $41,623-59.0% | $16,786+1.5% |
| Participant deferral / active EE | $0 | $442-100.0% | $35-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $38,841-100.0% | $124-100.0% |