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.
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3 years Service code 11 · EIN 13-4008324 | Actuarial | $163,446 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $138,391 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $87,473 |
BLACKROCK1 year Filed as: BLACKROCK INVESTMENT Service code 28 · EIN 94-3112180 | Investment Management | $77,330 |
NORTHERN TRUST COMPANY3 years Service code 19 · EIN 36-1561860 | Securities Custodian | $66,908 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL INV. COUNSEL Service code 28 · EIN 41-1788385 | Investment Management | $58,660 |
Filed as: GRANAHAN INVESTMENT MANAGEMENT CO. Service code 19 · EIN 76-0658411 | Securities Custodian | $49,241 |
Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 13-2638165 | Investment Management | $47,714 |
NEPC, LLC5 years Service code 28 · EIN 26-1429809 | Investment Management | $23,631 |
INVESTMENT METRICS INC1 year Filed as: INVESTMENT METRICS LLC Service code 28 · EIN 81-4017137 | Investment Management | $7,182 |
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Employer contribution per participant 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.
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 | $82,186-100.0% | $765,066-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 3.6%-3.6pp |
| Annual return | 8.56% | 10.20%-1.6pp | 8.31%+0.3pp | 11.84%-3.3pp |
| Employer contribution / active EE | $0 | $17,545-100.0% | $21,002-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $724-100.0% | $409-100.0% |