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 & COX6 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $1,947,476 |
COLUMBIA6 years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 51 · EIN 13-3180631 | Investment Mgmt Fees | $1,181,877 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Service code 50 · EIN 95-2705767 | Direct Payment | $935,560 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS US LTD Service code 16 · EIN 52-1883918 | Consulting | $714,236 |
Service code 21 · EIN 13-3200244 | Bank Trustee | $706,725 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $420,889 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS C Service code 16 · EIN 04-3304255 | Consulting | $210,080 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $56,005 |
FORVIS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $52,000 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL Service code 28 · EIN 94-3112180 | Investment Management | $41,702 |
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 14.06% | 12.07%+2.0pp | 8.95%+5.1pp | 15.63%-1.6pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |