Filed August 27, 2009
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 |
|---|---|---|
FID INV INST OPS CO1+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $1,785,207 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $960,880 |
BAILLIE GIFFORD OVERSEAS LTD1+ years Filed as: BAILLIE GIFFORD INTERNATIONAL, LLC Service code 28 · EIN 98-0473976 | Investment Management | $792,172 |
PANAGORA ASSET MANAGEMENT1+ years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $600,646 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 28 · EIN 36-4516330 | Investment Management | $526,826 |
AON CONSULTING1+ years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $365,606 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $314,567 |
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENT GROUP Service code 28 · EIN 91-1175091 | Investment Management | $275,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $272,032 |
DODGE & COX1+ years Filed as: DODGE & COX INVESTMENT MANAGERS Service code 28 · EIN 94-1441976 | Investment Management | $246,397 |
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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 | $14,096,330-100.0% | $219,249-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | 0.16% | 1.67%-1.5pp | 1.50%-1.3pp | 1.67%-1.5pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $37,746-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $87-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $0 | $66,276-100.0% |