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 FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $780,239 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $665,135 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $274,664 |
AON CONSULTING4 years Filed as: AON CORPORATION Service code 16 · EIN 36-3051915 | Consulting | $221,429 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $216,799 |
POPULUS GROUP1 year Filed as: POPULUS GROUP LLC Service code 65 · EIN 38-3659021 | Account Maintenance | $60,674 |
XEROX CORPORATION5 years Service code 16 · EIN 16-0468020 | Consulting | $23,500 |
UNITED FORMS FINISHING6+ years Service code 65 · EIN 22-2378813 | Account Maintenance | $16,312 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $12,227 |
EXAMWORKS3 years Filed as: EXAMWORKS INC Service code 65 · EIN 26-1114252 | Account Maintenance | $10,725 |
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Employer contribution per participant 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.
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 13.74% | 24.77%-11.0pp | -2.84%+16.6pp | 12.86%+0.9pp |
| Employer contribution / active EE | $611 | $13,270-95.4% | $33,329-98.2% | $13,687-95.5% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |