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 | $722,731 |
Filed as: WESTERN ASSET MANAGEMENT CO. LLC Service code 28 · EIN 52-1200960 | Investment Management | $667,182 |
DOUBLELINE CAPITAL LP4 years Service code 28 · EIN 30-0596331 | Investment Management | $502,452 |
BLACKROCK7+ years Filed as: BLACKROCK INST. TRUST CO., NA Service code 21 · EIN 94-3112180 | Bank Trustee | $23,121 |
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 | $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 | -25.20% | -6.02%-19.2pp | -3.21%-22.0pp | 23.41%-48.6pp |
| 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% |