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.
| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.4+ years Filed as: MCCREADY AND KEENE INC. Service code 14 · EIN 35-0500670 | Plan Administrator | $49,197 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INV MGN AMER INC. Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $48,613 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $31,002 |
HEWITT ASSOCIATES LLC4+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $24,950 |
NORTHERN TRUST COMPANY4+ years Service code 28 · EIN 36-1561860 | Investment Management | $23,600 |
BKD, LLP4+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $17,701 |
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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -3.40% | -2.89%-0.5pp | -102.04%+98.6pp | 10.56%-14.0pp |
| Employer contribution / active EE | $0 | $14,715-100.0% | $36,232-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |