Filed February 21, 2006 (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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $97,859 |
NORTHERN TRUST COMPANY2+ years Service code 28 · EIN 36-1561860 | Investment Management | $68,566 |
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY AND KEENE INC. Service code 14 · EIN 35-0500670 | Plan Administrator | $53,416 |
Filed as: LEGAL & GENERAL INV MGN AMER INC. Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $30,453 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $21,452 |
BKD, LLP2+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $13,159 |
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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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 5.96% | 45.66%-39.7pp | 5.00%+1.0pp | 11.88%-5.9pp |
| Employer contribution / active EE | $103,623 | $9,637+975.3% | $35,918+188.5% | $14,612+609.2% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |