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.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $3,840,062 |
PYFORD INTERNATIONAL PLC5+ years Service code 51 · EIN 13-3634866 | Investment Mgmt Fees | $549,804 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST Service code 18 · EIN 36-1561860 | Investment management fees paid indir... | $534,923 |
BAILLIE GIFFORD OVERSEAS LTD5+ years Filed as: BALLIE GIFFORD Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $498,619 |
KENNEDY CAPITAL MANAGEMENT3 years Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 51 · EIN 43-1225960 | Investment Mgmt Fees | $454,238 |
MERCER1 year Filed as: MERCER HR SERVICES LLC Service code 49 · EIN 20-1932099 | Other Services | $424,824 |
SHENKMAN CAPITAL MANAGEMENT2 years Service code 51 · EIN 13-3280361 | Investment Mgmt Fees | $289,796 |
MORNEAU SHEPELL1 year Filed as: MORNEAL SHEPELL LIMITED Service code 49 · EIN 52-1883918 | Other Services | $206,255 |
LCG ASSOCIATES, INC.3 years Filed as: LCG ASSOCIATES INC Service code 70 · EIN 75-1680350 | Consulting Fees | $180,741 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $179,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $0 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 12.51% | 12.86%-0.4pp | 7.87%+4.6pp | 12.86%-0.4pp |
| Employer contribution / active EE | $3,527 | $13,687-74.2% | $31,784-88.9% | $13,687-74.2% |
| Participant deferral / active EE | $1,440 | $833+73.0% | $241+498.4% | $833+73.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |