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.
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| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA4 years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 51 · EIN 13-3180631 | Investment Mgmt Fees | $1,192,203 |
DODGE & COX4 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $1,064,768 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Service code 50 · EIN 95-2705767 | Direct Payment | $893,818 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS C Service code 16 · EIN 04-3304255 | Consulting | $812,455 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $801,559 |
BOSTON PARTNERS4 years Filed as: BOSTON COMPANY ASSET MANAGEMENT LLC Service code 28 · EIN 04-3404987 | Investment Management | $796,464 |
Service code 21 · EIN 13-3200244 | Bank Trustee | $572,771 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $308,859 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $237,163 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $30,365 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 22.04% | 14.29%+7.8pp | 14.64%+7.4pp | 21.83%+0.2pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |