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 |
|---|---|---|
COLUMBIA5 years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 51 · EIN 13-3180631 | Investment Mgmt Fees | $1,602,182 |
DODGE & COX5 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $1,582,539 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,056,892 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Service code 50 · EIN 95-2705767 | Direct Payment | $1,015,020 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS C Service code 16 · EIN 04-3304255 | Consulting | $724,422 |
Service code 21 · EIN 13-3200244 | Bank Trustee | $601,607 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $116,897 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 16 · EIN 52-1883918 | Consulting | $44,325 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $44,325 |
FORVIS, LLP4 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $40,000 |
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 16.42% | 9.48%+6.9pp | 9.52%+6.9pp | 12.86%+3.6pp |
| Employer contribution / active EE | $0 | $12,808-100.0% | $41,951-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |