Filed February 1, 1999 (most recent of 2 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 |
|---|---|---|
DODGE & COX1 year Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $731,332 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 13-3180631 | Investment Management | $616,358 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $593,628 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $592,694 |
Filed as: PYRAMIS GLOBAL ADVISORS HOLDINGS CO Service code 28 · EIN 20-2159373 | Investment Management | $533,688 |
Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 13-3040307 | Investment Management | $422,171 |
BOSTON PARTNERS1 year Filed as: BOSTON COMPANY ASSET MANAGEMENT LLC Service code 28 · EIN 04-3404987 | Investment Management | $415,911 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $356,922 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $347,839 |
Filed as: STATE STREET BANK AND TRUST CO Service code 28 · EIN 04-1867445 | Investment Management | $121,786 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 10.20% | 7.44%+2.8pp | 4.74%+5.5pp | 5.86%+4.3pp |
| Employer contribution / active EE | $0 | $12,240-100.0% | $36,089-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |