Filed August 3, 2006 (most recent of 7 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CORP INC Service code 13 · EIN 04-2647786 | Contract Administrator | $1,522,204 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $786,315 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $441,307 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $117,303 |
Filed as: DIMENSIONAL FUND ADVISERS LP Service code 28 · EIN 22-2370029 | Investment Management | $110,688 |
BLACKROCK1 year Filed as: BLACKROCK INSTIUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $100,832 |
Filed as: GUGGENHEIM PARTNERS INVTMT MGMT LLC Service code 28 · EIN 26-0390543 | Investment Management | $98,670 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $66,676 |
JENNER & BLOCK LLP2+ years Service code 29 · EIN 36-2192554 | Legal | $17,024 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $9,789 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $0 | $157,466-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -7.03% | 73.13%-80.2pp | 12.68%-19.7pp | 73.13%-80.2pp |
| Employer contribution / active EE | $3,546 | $8,421-57.9% | $22,860-84.5% | $8,421-57.9% |
| Participant deferral / active EE | $0 | $293-100.0% | $123-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $2,825-100.0% | - |