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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET MANAGEMENT CO. LLC Service code 28 · EIN 52-1200960 | Investment Management | $887,391 |
Filed as: NISA Service code 28 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 63105 | Investment Management | $825,352 |
DOUBLELINE CAPITAL LP2 years Service code 28 · EIN 30-0596331 | Investment Management | $712,614 |
BLACKROCK5+ years Filed as: BLACKROCK INST. TRUST CO., NA Service code 21 · EIN 94-3112180 | Bank Trustee | $18,261 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 18.59% | 9.48%+9.1pp | 9.52%+9.1pp | 12.86%+5.7pp |
| 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% | - |