Filed September 29, 2006 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 · EIN 13-4994650 | Investment Management | $418,102 |
MERCER1+ years Filed as: WILLIAM MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $397,295 |
MFS INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 57-1187284 | Investment Management | $286,278 |
Filed as: PRUDENTIAL Service code 28 751 BROAD ST., 23RD FLOOR · NEWARK, NJ 07102 | Investment Management | $273,505 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 220 WEST MAIN STREET, SUITE 350 · LOUISVILLE, KY 402021395 | Actuarial | $193,674 |
Filed as: PYRAMIS Service code 28 · EIN 20-4659714 | Investment Management | $144,096 |
SHENKMAN CAPITAL MANAGEMENT1+ years Service code 28 461 FIFTH AVENUE, 22ND FLOOR · NEW YORK, NY 10017 | Investment Management | $126,074 |
Filed as: BARROW HENLEY MEWHINNEY & STRAUSS Service code 28 2200 ROSS AVE., 31ST FLOOR · DALLAS, TX 75201 | Investment Management | $105,490 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $92,972 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $55,104 |
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 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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -1.81% | -1.23%-0.6pp | -3.43%+1.6pp | 1.67%-3.5pp |
| Employer contribution / active EE | $0 | $11,541-100.0% | $25,607-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |