Filed April 26, 2006 (most recent of 4 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 |
|---|---|---|
Filed as: J P MORGAN Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $2,558,860 |
MORNEAU SHEPELL3 years Filed as: LIFEWORKS Service code 49 | Other Services | $725,563 |
SEI INVESTMENTS5 years Filed as: COOKE & BIELER LP Service code 51 · EIN 23-3082822 | Investment Mgmt Fees | $604,299 |
Filed as: PYRFORD INTERNATIONAL PLC Service code 51 · EIN 13-3634866 | Investment Mgmt Fees | $558,534 |
Filed as: BAILIE GIFFORD Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $537,049 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST Service code 18 · EIN 36-1561860 | Custodial (other than securities); Cu... | $502,291 |
LCG ASSOCIATES, INC.2 years Filed as: LCG ASSOCIATES INC. Service code 70 · EIN 75-1680350 | Consulting Fees | $245,312 |
SHENKMAN CAPITAL MANAGEMENT7 years Service code 51 · EIN 13-3280361 | Investment Mgmt Fees | $245,312 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL INC Service code 28 · EIN 13-3806991 | Investment Management | $238,589 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $141,456 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $134,556-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.2%-18.2pp | 0.0%0pp |
| Annual return | 10.48% | 8.87%+1.6pp | 7.17%+3.3pp | 8.87%+1.6pp |
| Employer contribution / active EE | $0 | $15,740-100.0% | $29,386-100.0% | $15,740-100.0% |
| Participant deferral / active EE | $0 | $753-100.0% | $623-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $8,606-100.0% | - |