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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CORP INC Service code 13 · EIN 04-2647786 | Contract Administrator | $1,335,256 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,291,970 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,231,487 |
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $633,560 |
DODGE & COX4 years Service code 28 · EIN 94-1441976 | Investment Management | $604,903 |
BLACKROCK4 years Filed as: BLACKROCK INSTIUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $499,371 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUND ADVISERS LP Service code 28 · EIN 30-0447847 | Investment Management | $434,071 |
Filed as: NOMURA CORP RSRCH AND ASSET MGMT IN Service code 27 · EIN 13-3607885 | Advisory (Plan) | $356,669 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $187,193 |
PGIM INVESTMENTS1 year Filed as: PGIM REAL ESTATE Service code 21 · EIN 22-1211670 | Bank Trustee | $134,885 |
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Employer 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 | $0 | $220,551-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.0%0pp |
| Annual return | 11.69% | 19.39%-7.7pp | 7.32%+4.4pp | 19.39%-7.7pp |
| Employer contribution / active EE | $1,440 | $8,446-83.0% | $23,426-93.9% | $8,446-83.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $107-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |