Filed October 6, 2005 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $381,465 |
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $187,890 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $43,228 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $33,971 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $31,802 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $27,838 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $23,593 |
BROOKFIELD4 years Service code 28 · EIN 46-7425989 | Investment Management | $22,454 |
WILLIAM BLAIR7+ years Service code 28 · EIN 47-2614791 | Investment Management | $22,367 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $21,469 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $2,286,405-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.7%-0.7pp |
| Annual return | 2.05% | 9.71%-7.7pp | 4.92%-2.9pp | 13.24%-11.2pp |
| Employer contribution / active EE | $11,029 | $11,854-7.0% | $39,114-71.8% | $14,616-24.5% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |