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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $3,768,687 |
COOK STREET CONSULTING1 year Filed as: COOK & BIELER LP Service code 51 · EIN 23-3082822 | Investment Mgmt Fees | $756,446 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 49 · EIN 52-1883918 | Other Services | $697,146 |
PYFORD INTERNATIONAL PLC7+ years Service code 51 · EIN 13-3634866 | Investment Mgmt Fees | $603,816 |
BAILLIE GIFFORD OVERSEAS LTD7+ years Filed as: BALLIE GIFFORD Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $576,570 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST Service code 18 · EIN 36-1561860 | Custodial (other than securities); Cu... | $338,787 |
SHENKMAN CAPITAL MANAGEMENT4 years Service code 51 · EIN 13-3280361 | Investment Mgmt Fees | $336,935 |
LCG ASSOCIATES, INC.5 years Filed as: LCG ASSOCIATES INC Service code 70 · EIN 75-1680350 | Consulting Fees | $293,694 |
BLACKROCK7+ years Filed as: BLACKROCK FINANCIALS INC Service code 28 · EIN 13-3806991 | Investment Management | $275,956 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $207,200 |
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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 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | 13.02% | 23.41%-10.4pp | 0.46%+12.6pp | 23.41%-10.4pp |
| Employer contribution / active EE | $5,249 | $12,650-58.5% | $35,480-85.2% | $12,650-58.5% |
| Participant deferral / active EE | $1 | $1,474-99.9% | $231-99.6% | $1,474-99.9% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |