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 |
|---|---|---|
SEI INVESTMENTS7 years Filed as: COOKE & BIELER, INC. Service code 28 · EIN 23-3082822 | Investment Management | $392,400 |
SCHULTE ROTH & ZABEL LLP8+ years Filed as: SCHULTE, ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $379,843 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $322,830 |
NEW ENGLAND PENSION CONSULTANTS8+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $245,500 |
NORTHERN TRUST COMPANY7 years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $236,284 |
Filed as: WOHLNER, KAPLON, CUTLER, HALFORD Service code 29 · EIN 95-4177931 | Legal | $224,919 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $223,679 |
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $192,000 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENTS LLC Service code 28 · EIN 02-0712418 | Investment Management | $189,230 |
Filed as: PARAMETRIC CLIFTON Service code 28 · EIN 20-0292745 | Investment Management | $169,777 |
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 | $46,984-100.0% | $268,676-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 37.9%-37.9pp | 5.6%-5.6pp |
| Annual return | -17.68% | 39.82%-57.5pp | -10.68%-7.0pp | 39.82%-57.5pp |
| Employer contribution / active EE | $6,417 | $19,980-67.9% | $48,995-86.9% | $19,980-67.9% |
| Participant deferral / active EE | $0 | $614-100.0% | $360-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,366-100.0% | $62-100.0% |