Filed April 29, 2008
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 |
|---|---|---|
PACIFIC GLOBAL ADVISORS1 year Filed as: PACIFIC GLOBAL ADVISORS LLC Service code 28 · EIN 80-0717139 | Investment Management | $2,618,893 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $1,049,654 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2647786 | Contract Administrator | $223,299 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $190,510 |
Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $95,964 |
Filed as: JOHN HANCOCK MUTUAL LIFE INS. CO. Service code 22 · EIN 01-0233346 | Insurance Broker | $65,999 |
MERCER1 year Filed as: MERCER HR SERVICES LLC Service code 16 · EIN 20-1932099 | Consulting | $34,623 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 5.30% | 9.70%-4.4pp | 1.15%+4.1pp | 9.19%-3.9pp |
| Employer contribution / active EE | $17,533 | $15,369+14.1% | $26,339-33.4% | $12,608+39.1% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |