Filed April 16, 2008 (most recent of 4 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 |
|---|---|---|
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES HY FUND Service code 28 · EIN 39-6797388 | Investment Management | $992,912 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $793,084 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $743,498 |
URDANG & ASSOCIATES1+ years Service code 28 · EIN 59-2830996 | Investment Management | $705,475 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $703,615 |
GOLDMAN SACHS1+ years Filed as: 1607 CAPITAL PARTNERS, LLC Service code 28 · EIN 26-0529973 | Investment Management | $699,509 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Other fees; Custodial (securities); I... | $688,681 |
PEGASUS PARTNERS V, LP1+ years Filed as: PEGASUS PARTNERS V L.P. Service code 28 · EIN 45-1566282 | Investment Management | $632,438 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 13-2631109 | Investment Management | $626,501 |
AURORA EQUITY PARTNERS III LP1+ years Filed as: AURORA EQUITYPARTNERS III LP Service code 28 · EIN 43-2058135 | Investment Management | $606,844 |
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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.
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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -15.99% | 0.61%-16.6pp | -2.90%-13.1pp | 1.67%-17.7pp |
| Employer contribution / active EE | $12,617 | $9,133+38.1% | $27,990-54.9% | $10,506+20.1% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |