Filed August 5, 2005 (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 |
|---|---|---|
AON CONSULTING7+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $741,043 |
Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $495,135 |
Filed as: FORT WASHINGTON INV ADVISORS Service code 28 · EIN 31-1301863 | Investment Management | $471,187 |
ROTHSCHILD ASSET MANAGEMENT7+ years Service code 28 · EIN 13-2544634 | Investment Management | $441,198 |
MFS INVESTMENT MANAGEMENT7+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $358,566 |
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $309,703 |
Filed as: BURGUNDY ASSET MANAGER Service code 28 · EIN 98-0407588 | Investment Management | $286,922 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Trustee (directed); Direct payment fr... | $276,188 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $237,647 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $227,162 |
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Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 16.36% | 9.47%+6.9pp | 7.32%+9.0pp | 15.63%+0.7pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $376 | $939-60.0% | $107+250.4% | $1,127-66.7% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |