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 & COX2 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $1,460,545 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $1,179,365 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS C Service code 16 · EIN 04-3304255 | Consulting | $967,426 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 | Investment Management | $918,417 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $811,524 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 50 · EIN 13-3180631 | Direct Payment | $680,491 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 13-3040307 | Investment Management | $629,042 |
BOSTON PARTNERS2 years Filed as: BOSTON COMPANY ASSET MANAGEMENT LLC Service code 28 · EIN 04-3404987 | Investment Management | $518,740 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $468,651 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $119,643 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 15.30% | 20.78%-5.5pp | 10.36%+4.9pp | 16.32%-1.0pp |
| Employer contribution / active EE | $0 | $15,647-100.0% | $37,738-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |