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 BARNEY6+ years Filed as: JP MORGAN Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $2,469,141 |
MORNEAU SHEPELL2 years Filed as: MORNEAL SHEPELL LIMITED Service code 49 · EIN 52-1883918 | Other Services | $805,087 |
SEI INVESTMENTS1 year Filed as: COOKE & BIELER LP Service code 51 · EIN 23-3082822 | Investment Mgmt Fees | $688,241 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST Service code 18 · EIN 36-1561860 | Custodial (securities); Investment ma... | $560,687 |
BAILLIE GIFFORD OVERSEAS LTD6+ years Filed as: BALLIE GIFFORD Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $550,728 |
PYFORD INTERNATIONAL PLC6+ years Service code 51 · EIN 13-3634866 | Investment Mgmt Fees | $535,422 |
SHENKMAN CAPITAL MANAGEMENT3 years Service code 51 · EIN 13-3280361 | Investment Mgmt Fees | $296,995 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $241,354 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIALS INC Service code 28 · EIN 13-3806991 | Investment Management | $235,039 |
LCG ASSOCIATES, INC.4 years Filed as: LCG ASSOCIATES INC Service code 70 · EIN 75-1680350 | Consulting Fees | $148,233 |
Participant 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 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 14.97% | 15.63%-0.7pp | 11.31%+3.7pp | 15.63%-0.7pp |
| Employer contribution / active EE | $7,737 | $11,476-32.6% | $35,729-78.3% | $11,476-32.6% |
| Participant deferral / active EE | $741 | $1,127-34.3% | $237+213.1% | $1,127-34.3% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |