Filed September 8, 2006
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.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $1,833,833 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,627,002 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $1,389,231 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL&GENERAL INVSTMNT MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $1,269,408 |
Filed as: PRUDENTIAL INVESTMENT MGMT INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,150,176 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $246,650 |
Filed as: BARROW, HENLEY, MEWHINNEY & STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $186,050 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $167,671 |
Filed as: AGINCOURT CAPITAL MGMT LLC Service code 28 · EIN 54-1947440 | Investment Management | $165,495 |
LORD ABBETT1+ years Filed as: LORD, ABBOTT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $109,768 |
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.
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 | $14,096,330-100.0% | $186,087-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | -1.36% | 1.67%-3.0pp | -2.13%+0.8pp | 1.67%-3.0pp |
| Employer contribution / active EE | $468 | $10,506-95.5% | $34,127-98.6% | $10,506-95.5% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $131-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $941-100.0% | $66,276-100.0% |