Filed November 29, 2005 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 27-1025060 | Actuarial | $442,986 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $305,000 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045759 | Investment Management | $133,289 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET INT Service code 28 · EIN 95-2705767 | Investment Management | $87,516 |
IR&M US INTERMEDIATE8+ years Service code 28 · EIN 04-2955404 | Investment Management | $81,945 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,427 |
Filed as: JOHN BRISTOL Service code 28 · EIN 13-2944656 | Investment Management | $50,283 |
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA Service code 28 · EIN 13-4119084 | Investment Management | $17,997 |
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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 | $46,787-100.0% | $186,774-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 55.8%-55.8pp | 12.4%-12.4pp |
| Annual return | 7.13% | 7.12%0pp | 7.78%-0.7pp | 9.89%-2.8pp |
| Employer contribution / active EE | $28,451 | $10,929+160.3% | $32,517-12.5% | $14,313+98.8% |
| Participant deferral / active EE | $0 | $836-100.0% | $504-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $4,433-100.0% | $3,044-100.0% | $9,084-100.0% |