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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CORP INC Service code 13 · EIN 04-2647786 | Contract Administrator | $1,354,053 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,135,039 |
Filed as: NOMURA CORP RSRCH AND ASSET MGMT IN Service code 27 · EIN 13-3607885 | Advisory (Plan) | $300,322 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUND ADVISERS LP Service code 28 · EIN 22-2370029 | Investment Management | $298,870 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $272,482 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $246,359 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $210,614 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $66,704 |
BLACKROCK2 years Filed as: BLACKROCK INSTIUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $26,873 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $10,333 |
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 | $133,543,011-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 20.40% | 1023.85%-1003.4pp | 29.77%-9.4pp | 1023.85%-1003.4pp |
| Employer contribution / active EE | $27,439 | $11,605+136.4% | $33,607-18.4% | $11,605+136.4% |
| Participant deferral / active EE | $0 | $275-100.0% | $96-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $835,310-100.0% | - |