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 & COX7 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $1,460,020 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Service code 50 · EIN 95-2705767 | Direct Payment | $1,256,161 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $1,074,216 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $868,858 |
COLUMBIA7 years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 51 · EIN 13-3180631 | Investment Mgmt Fees | $702,456 |
Service code 21 · EIN 13-3200244 | Bank Trustee | $596,619 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS US LTD Service code 16 · EIN 52-1883918 | Consulting | $467,734 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $80,560 |
FORVIS, LLP6 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $56,364 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL Service code 28 · EIN 94-3112180 | Investment Management | $25,610 |
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -17.15% | -6.02%-11.1pp | -3.21%-13.9pp | 23.41%-40.6pp |
| Employer contribution / active EE | $0 | $11,241-100.0% | $46,051-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |