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 FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $728,439 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $364,482 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $264,252 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $241,302 |
AON CONSULTING3 years Filed as: AON CORPORATION Service code 16 · EIN 36-3051915 | Consulting | $197,886 |
EXAMWORKS2 years Filed as: EXAMWORKS INC Service code 65 · EIN 26-1114252 | Account Maintenance | $28,600 |
PENSION BENEFIT INFORMATION4 years Service code 65 · EIN 94-2856521 | Account Maintenance | $16,170 |
XEROX CORPORATION4 years Service code 16 · EIN 16-0468020 | Consulting | $16,000 |
UNITED FORMS FINISHING5+ years Service code 65 · EIN 22-2378813 | Account Maintenance | $13,577 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 21.70% | 22.40%-0.7pp | 29.77%-8.1pp | 21.83%-0.1pp |
| Employer contribution / active EE | $11,806 | $13,519-12.7% | $33,607-64.9% | $12,237-3.5% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |