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 | $1,240,537 |
BLACKROCK4 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $1,042,051 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $845,140 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $611,310 |
DODGE & COX5 years Service code 28 · EIN 94-1441976 | Investment Management | $277,467 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $237,118 |
Filed as: NOMURA CORP RSRCH AND ASSET MGMT IN Service code 27 · EIN 13-3607885 | Advisory (Plan) | $166,314 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUND ADVISERS LP Service code 28 · EIN 30-0447847 | Investment Management | $155,414 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $76,258 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $57,000 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $213,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -20.85% | -14.80%-6.0pp | -5.12%-15.7pp | -14.80%-6.0pp |
| Employer contribution / active EE | $2,565 | $8,996-71.5% | $31,020-91.7% | $8,996-71.5% |
| Participant deferral / active EE | $0 | $455-100.0% | $101-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $2,852-100.0% | - |