Filed February 7, 2005 (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 |
|---|---|---|
Filed as: NISA Service code 28 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 63105 | Investment Management | $627,405 |
DOUBLELINE CAPITAL LP1 year Service code 28 · EIN 30-0596331 | Investment Management | $423,306 |
Service code 28 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $406,234 |
BLACKROCK4+ years Filed as: BLACKROCK INST. TRUST CO., NA Service code 21 · EIN 94-3112180 | Bank Trustee | $70,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| 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 | 28.64% | 14.29%+14.4pp | 14.64%+14.0pp | 21.83%+6.8pp |
| 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% |