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 BARNEY8+ years Filed as: JP MORGAN Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $2,510,035 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 49 | Other Services | $918,020 |
COOK STREET CONSULTING2 years Filed as: COOK & BIELER LP Service code 51 · EIN 23-3082822 | Investment Mgmt Fees | $599,586 |
PYFORD INTERNATIONAL PLC8+ years Service code 51 · EIN 13-3634866 | Investment Mgmt Fees | $573,241 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST Service code 18 · EIN 36-1561860 | Custodial (other than securities); In... | $539,995 |
BAILLIE GIFFORD OVERSEAS LTD8+ years Filed as: BALLIE GIFFORD Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $493,733 |
Filed as: SHEKMAN CAPITAL MANAGEMENT Service code 51 · EIN 13-3280361 | Investment Mgmt Fees | $316,678 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $266,661 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIALS INC. Service code 28 · EIN 13-3806991 | Investment Management | $251,679 |
LCG ASSOCIATES, INC.6 years Filed as: LCG ASSOCIATES INC Service code 70 · EIN 75-1680350 | Consulting Fees | $132,955 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | -11.56% | 9.11%-20.7pp | 9.36%-20.9pp | 9.11%-20.7pp |
| Employer contribution / active EE | $11,150 | $12,231-8.8% | $31,270-64.3% | $12,231-8.8% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |