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 LLP4 years Service code 11 · EIN 13-4008324 | Actuarial | $145,782 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $83,211 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $80,257 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $78,567 |
BLACKROCK2 years Filed as: BLACKROCK INVESTMENT Service code 28 · EIN 94-3112180 | Investment Management | $60,923 |
Filed as: GRANAHAN INVESTMENT MANAGEMENT CO. Service code 19 · EIN 76-0658411 | Securities Custodian | $51,899 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 13-2638165 | Investment Management | $36,740 |
NEPC, LLC6 years Service code 28 · EIN 26-1429809 | Investment Management | $23,189 |
BONADIO & CO., LLP4 years Filed as: THE BONADIO GROUP, LLP Service code 10 · EIN 16-1131146 | Accounting | $16,008 |
Filed as: HINMAN HOWARD & KATTELL, LLP Service code 29 · EIN 15-0561878 | Legal | $9,088 |
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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 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -20.66% | 1712.70%-1733.4pp | 179.55%-200.2pp | 39.82%-60.5pp |
| Employer contribution / active EE | $60,533 | $36,508+65.8% | $24,917+142.9% | $19,980+203.0% |
| Participant deferral / active EE | $0 | $0 | $463-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |