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 |
|---|---|---|
COLUMBIA8 years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 51 · EIN 13-3180631 | Investment Mgmt Fees | $1,560,494 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT CO, LLP Service code 28 · EIN 04-2683227 | Investment Management | $1,555,522 |
DODGE & COX8 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $1,218,771 |
Filed as: WESTERN ASSET MANAGEMENT Service code 50 · EIN 95-2705767 | Direct Payment | $882,872 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $661,833 |
MORNEAU SHEPELL3 years Filed as: LIFEWORKS US LTD Service code 16 · EIN 52-1883918 | Consulting | $556,445 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 21 · EIN 13-3200244 | Bank Trustee | $529,230 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 16 · EIN 98-0226610 | Consulting | $217,928 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $113,100 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $65,370 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 11.89% | 8.84%+3.1pp | 12.68%-0.8pp | 9.11%+2.8pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,609-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |