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.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $462,619 |
SEI INVESTMENTS6 years Filed as: COOKE & BIELER, INC. Service code 28 · EIN 23-3082822 | Investment Management | $454,673 |
SCHULTE ROTH & ZABEL LLP7+ years Filed as: SCHULTE, ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $452,718 |
NEW ENGLAND PENSION CONSULTANTS7+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $333,933 |
LEVY PHILLIPS7+ years Service code 29 · EIN 47-3697177 | Legal | $314,690 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $278,139 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $248,610 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $228,358 |
FABIAN & BYRN LLC6 years Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $195,050 |
MILLIMAN, INC.6 years Service code 17 · EIN 91-0675641 | Pension Consulting | $187,673 |
Annual investment return 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 | $82,186-100.0% | $397,815-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 33.6%-33.6pp | 3.6%-3.6pp |
| Annual return | -12.77% | 11.84%-24.6pp | 9.74%-22.5pp | 11.84%-24.6pp |
| Employer contribution / active EE | $6,240 | $17,339-64.0% | $39,474-84.2% | $17,339-64.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $135-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $10,161-100.0% | $409-100.0% |