Filed February 24, 2006 (most recent of 3 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 |
|---|---|---|
INCOME RESEARCH & MANAGEMENT6 years Filed as: INCOME RESEARCH & MGMT, INC. Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $406,950 |
MILLIMAN, INC.5 years Filed as: MILLIMAN USA Service code 51 · EIN 91-0675641 | Investment Mgmt Fees | $406,950 |
PGIM INVESTMENTS4 years Filed as: PGIM, INC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $312,069 |
ALTRINSIC GLOBAL ADVISORS, LLC7+ years Service code 51 · EIN 30-0016268 | Investment Mgmt Fees | $299,815 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $251,745 |
Service code 28 · EIN 48-1140940 | Investment Management | $207,564 |
ACADIAN ASSET MANAGEMENT LLC6 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 51 · EIN 04-2929221 | Investment Mgmt Fees | $183,838 |
AON CONSULTING2 years Filed as: AON SERVICES CORPORATION Service code 17 · EIN 36-3051915 | Pension Consulting | $130,663 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $22,816 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET RESEARCH & MGMT CO Service code 51 · EIN 13-3142135 | Investment Mgmt Fees | $9,982 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 3.29% | 15.63%-12.3pp | 11.31%-8.0pp | 15.63%-12.3pp |
| Employer contribution / active EE | $7,117 | $11,476-38.0% | $35,729-80.1% | $11,476-38.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |