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 |
|---|---|---|
HEWITT ASSOCIATES LLC5+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $937,963 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL INV MGN AMER INC. Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $438,655 |
NORTHERN TRUST COMPANY5+ years Service code 28 · EIN 36-1561860 | Investment Management | $252,377 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $221,732 |
MCCREADY & KEENE INC.5+ years Filed as: MCCREADY AND KEENE INC. Service code 14 · EIN 35-0500670 | Plan Administrator | $158,820 |
BKD, LLP5+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $64,369 |
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 573.73% | 34.64%+539.1pp | 20.73%+553.0pp | 21.83%+551.9pp |
| Employer contribution / active EE | $0 | $7,654-100.0% | $36,503-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |