Filed June 22, 2006 (most recent of 3 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 |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $1,108,714 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $261,429 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $221,970 |
AON CONSULTING1+ years Filed as: AON CORP Service code 16 · EIN 36-3051915 | Consulting | $188,633 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $123,670 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $89,341 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST SECURITIES Service code 28 · EIN 36-1561860 | Investment Management | $34,095 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC Service code 28 · EIN 23-1945930 | Investment Management | $28,519 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 16 · EIN 13-2655989 | Consulting | $20,305 |
IMEX INC1+ years Service code 65 · EIN 34-1927008 | Account Maintenance | $17,659 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -2.41% | -1.23%-1.2pp | -3.43%+1.0pp | 1.67%-4.1pp |
| Employer contribution / active EE | $0 | $11,541-100.0% | $25,607-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |