Filed March 12, 2006
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 |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $465,286 |
SANDERSON ASSET MANAGEMENT2+ years Service code 28 · EIN 20-0348128 | Investment Management | $426,510 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $419,010 |
SEI INVESTMENTS1 year Filed as: COOKE & BIELER, INC. Service code 28 · EIN 23-3082822 | Investment Management | $365,867 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGMENT COMPANY, LLP Service code 28 · EIN 04-2755549 | Investment Management | $332,501 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $292,224 |
Filed as: PARAMETRIC CLIFTON Service code 28 · EIN 20-0292745 | Investment Management | $249,100 |
FABIAN & BYRN LLC1 year Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $205,100 |
LEVY PHILLIPS2+ years Service code 29 · EIN 47-3697177 | Legal | $198,328 |
SCHULTE ROTH & ZABEL LLP1 year Filed as: SCHULTE,ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $186,442 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,849-100.0% | $297,917-100.0% | $14,849-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 100.0%-100.0pp | 73.1%-73.1pp |
| Annual return | 11.31% | 4.15%+7.2pp | 47.36%-36.1pp | 4.15%+7.2pp |
| Employer contribution / active EE | $5,266 | $6,717-21.6% | $8,555-38.4% | $6,717-21.6% |
| Participant deferral / active EE | $34 | $1,059-96.8% | $9,430-99.6% | $1,059-96.8% |
| Admin fee / account holder | $0 | $0 | $298-100.0% | - |