Filed May 18, 2006 (most recent of 2 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 |
|---|---|---|
AON CONSULTING3 years Filed as: AON Service code 13 100 HALF DAY ROAD · LINCOLNSHIRE, IA 60069 | Contract Administrator | $1,847,454 |
PIMCO FUNDS5 years Filed as: PIMCO Service code 28 1633 BROADWAY · NEW YORK, NY 10019 | Investment Management | $1,355,538 |
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 385 E COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $595,090 |
CURCIO WEBB5 years Filed as: CURCIO-WEBB Service code 28 · EIN 36-4171366 | Investment Management | $218,000 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $102,596 |
Filed as: BANK OF NEW YORK MELON Service code 13 270 GREENWICH STREET · NEW YORK, NY 10286 | Contract Administrator | $57,913 |
MCCARTER & ENGLISH5 years Service code 29 FOUR GATEWARE CENTER · NEWARK, NJ 07102 | Legal | $7,371 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 0.20% | 9.87%-9.7pp | 15.31%-15.1pp | 9.11%-8.9pp |
| Employer contribution / active EE | $0 | $9,738-100.0% | $28,686-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |