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 & COX3 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $1,432,643 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 51 · EIN 13-3180631 | Investment Mgmt Fees | $1,173,299 |
BOSTON PARTNERS3 years Filed as: BOSTON COMPANY ASSET MANAGEMENT LLC Service code 28 · EIN 04-3404987 | Investment Management | $1,036,711 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $905,485 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS C Service code 16 · EIN 04-3304255 | Consulting | $810,818 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 50 · EIN 95-2705767 | Direct Payment | $662,944 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $644,094 |
Filed as: PYRAMIS GLOBAL ADVISORS HOLDINGS CO Service code 27 · EIN 20-2159373 | Advisory (Plan) | $321,679 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $207,138 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $55,562 |
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.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -6.49% | -0.94%-5.6pp | -2.18%-4.3pp | 33.37%-39.9pp |
| Employer contribution / active EE | $0 | $12,464-100.0% | $38,751-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |