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 CONSULTING8+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $678,162 |
Filed as: BANK OF AMERICA N.A Service code 28 · EIN 94-1687665 | Investment Management | $421,607 |
Filed as: BURGUNDY ASSET MANAGER Service code 28 · EIN 98-0407588 | Investment Management | $292,618 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $255,700 |
ARTISAN PARTNERS2 years Service code 28 · EIN 39-1807188 | Investment Management | $233,579 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $214,610 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $194,169 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $119,654 |
CURTISS-WRIGHT CORPORATION7 years Service code 14 · EIN 13-0612970 | Plan Administrator | $81,179 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING INC Service code 28 · EIN 13-2834414 | Investment Management | $41,291 |
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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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -14.94% | 87.23%-102.2pp | -5.12%-9.8pp | 23.41%-38.4pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $338 | $1,092-69.1% | $101+234.5% | $1,474-77.1% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |