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.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $934,456 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $815,051 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Other fees; Investment management; Cu... | $781,806 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES HY FUND Service code 28 · EIN 39-6797388 | Investment Management | $693,622 |
GOLDMAN SACHS4+ years Filed as: 1607 CAPITAL PARTNERS, LLC Service code 28 · EIN 26-0529973 | Investment Management | $588,492 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $502,256 |
Filed as: CENTERSQUARE INVESTMENT Service code 28 · EIN 23-2817243 | Investment Management | $494,997 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: J.P. MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $420,511 |
BAILLIE GIFFORD OVERSEAS LTD4+ years Filed as: BAILLIE GIFFORD INT'L LLC Service code 28 · EIN 98-0473976 | Investment Management | $408,704 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES Service code 28 · EIN 95-2755361 | Investment Management | $225,440 |
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.89% | 39.99%-44.9pp | 4.36%-9.2pp | 33.37%-38.3pp |
| Employer contribution / active EE | $0 | $11,066-100.0% | $27,383-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |