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 BARNEY9+ years Filed as: JP MORGAN Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $4,005,487 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 49 | Other Services | $701,925 |
COOK STREET CONSULTING3 years Filed as: COOK & BIELER LP Service code 51 · EIN 23-3082822 | Investment Mgmt Fees | $649,941 |
BAILLIE GIFFORD OVERSEAS LTD9+ years Filed as: BALLIE GIFFORD Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $631,895 |
PYFORD INTERNATIONAL PLC9+ years Service code 51 · EIN 13-3634866 | Investment Mgmt Fees | $583,459 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST Service code 18 · EIN 36-1561860 | Custodial (other than securities); In... | $485,053 |
SHENKMAN CAPITAL MANAGEMENT2 years Filed as: SHEKMAN CAPITAL MANAGEMENT Service code 51 · EIN 13-3280361 | Investment Mgmt Fees | $329,706 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIALS INC. Service code 28 · EIN 13-3806991 | Investment Management | $275,679 |
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES INC. Service code 70 · EIN 75-1680350 | Consulting Fees | $217,660 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $195,512 |
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 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 4.90% | 9.30%-4.4pp | 8.34%-3.4pp | 9.30%-4.4pp |
| Employer contribution / active EE | $6,474 | $12,551-48.4% | $30,790-79.0% | $12,551-48.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |