Filed August 28, 2009 (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 FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 650 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 | Investment Management | $493,422 |
Filed as: EPOCH INVESTMENT MANAGEMENT CO LLC Service code 28 1 VANDERBILT AVENUE · NEW YORK, NY 10017 | Investment Management | $175,860 |
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 20 · EIN 35-0472300 | Trustee (individual) | $156,467 |
PNC BANK, N.A.8 years Filed as: PNC CAPITAL ADVISORS Service code 28 P.O. BOX 91249 · CLEVELAND, OH 441013249 | Investment Management | $144,472 |
BUCK GLOBAL, LLC6 years Service code 11 110 W. BERRY ST., SUITE 1300 · FORT WAYNE, IN 46802 | Actuarial | $143,700 |
Filed as: WALTER SCOTT & PARTNERS Service code 28 | Investment Management | $134,949 |
DWS FUNDS2 years Filed as: RREEF AMERICA REIT II, INC Service code 28 222 SOUTH RIVERSIDE 34TH FLOOR · CHICAGO, IL 60606 | Investment Management | $92,460 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS TRUMBULL Service code 28 10 STATE HOUSE SQUARE #15 · HARTFORD, CT 06103 | Investment Management | $73,763 |
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON TRUST Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $41,201 |
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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 13.00% | 5.48%+7.5pp | 9.82%+3.2pp | 9.30%+3.7pp |
| Employer contribution / active EE | $7,937 | $9,127-13.0% | $30,322-73.8% | $12,551-36.8% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |