Filed October 3, 2002 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP6 years Service code 11 · EIN 13-4008324 | Actuarial | $97,509 |
MERCER2 years Service code 28 · EIN 13-2834414 | Investment Management | $86,364 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $79,559 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $75,475 |
NORTHERN TRUST COMPANY6 years Service code 19 · EIN 36-1561860 | Securities Custodian | $75,319 |
Filed as: GRANAHAN INVESTMENT MANAGEMENT CO. Service code 19 · EIN 76-0658411 | Securities Custodian | $57,982 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT & HAMILL INV. COUNSEL Service code 28 · EIN 41-1788385 | Investment Management | $49,346 |
BLACKROCK4 years Filed as: BLACKROCK INVESTMENT Service code 28 · EIN 94-3112180 | Investment Management | $43,986 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 13-2638165 | Investment Management | $42,010 |
BONADIO & CO., LLP6 years Filed as: THE BONADIO GROUP, LLP Service code 10 · EIN 16-1131146 | Accounting | $17,867 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 3.22% | 7.65%-4.4pp | 4.95%-1.7pp | 7.65%-4.4pp |
| Employer contribution / active EE | $162,280 | $20,582+688.5% | $20,917+675.8% | $20,582+688.5% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |