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: WESTERN ASSET MANAGEMENT CO. LLC Service code 28 · EIN 52-1200960 | Investment Management | $633,147 |
Filed as: NISA Service code 28 7676 FORSYTH BLVD., SUITE 1100 · ST. LOUIS, MO 63105 | Investment Management | $629,537 |
DOUBLELINE CAPITAL LP5 years Service code 28 · EIN 30-0596331 | Investment Management | $408,043 |
BLACKROCK8+ years Filed as: BLACKROCK INST. TRUST CO., NA Service code 21 · EIN 94-3112180 | Bank Trustee | $28,412 |
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 | $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 | -0.15% | 8.84%-9.0pp | 12.68%-12.8pp | 9.11%-9.3pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $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% |