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 LLP5 years Service code 11 · EIN 13-4008324 | Actuarial | $101,927 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $70,663 |
NORTHERN TRUST COMPANY5 years Service code 19 · EIN 36-1561860 | Securities Custodian | $65,695 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $60,316 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL INV. COUNSEL Service code 28 · EIN 41-1788385 | Investment Management | $58,080 |
MERCER1 year Service code 28 · EIN 13-2834414 | Investment Management | $55,451 |
BLACKROCK3 years Filed as: BLACKROCK INVESTMENT Service code 28 · EIN 94-3112180 | Investment Management | $51,473 |
Filed as: GRANAHAN INVESTMENT MANAGEMENT CO. Service code 19 · EIN 76-0658411 | Securities Custodian | $37,493 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 13-2638165 | Investment Management | $31,086 |
BONADIO & CO., LLP5 years Filed as: THE BONADIO GROUP, LLP Service code 10 · EIN 16-1131146 | Accounting | $16,525 |
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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 | $9,556,684-100.0% | $191,373-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.4%-2.4pp |
| Annual return | 12.35% | 9.09%+3.3pp | 8.46%+3.9pp | 22.81%-10.5pp |
| Employer contribution / active EE | $39,425 | $24,513+60.8% | $25,175+56.6% | $18,290+115.6% |
| Participant deferral / active EE | $0 | $603-100.0% | $181-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $730-100.0% | $85,222-100.0% |