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 | $781,009 |
Filed as: WESTERN ASSET MANAGEMENT CO. LLC Service code 28 · EIN 52-1200960 | Investment Management | $610,617 |
DOUBLELINE CAPITAL LP3 years Service code 28 · EIN 30-0596331 | Investment Management | $503,544 |
BLACKROCK6+ years Filed as: BLACKROCK INST. TRUST CO., NA Service code 21 · EIN 94-3112180 | Bank Trustee | $37,165 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | 0.24% | 12.07%-11.8pp | 8.95%-8.7pp | 15.63%-15.4pp |
| 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% |