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 FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 650 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 | Investment Management | $331,910 |
LINCOLN NATIONAL CORPORATION9+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 20 · EIN 35-0472300 | Trustee (individual) | $274,312 |
PNC BANK, N.A.7 years Filed as: PNC CAPITAL ADVISORS Service code 28 P.O. BOX 91249 · CLEVELAND, OH 441013249 | Investment Management | $161,290 |
Filed as: WALTER SCOTT & PARTNERS Service code 28 | Investment Management | $150,488 |
Filed as: EPOCH INVESTMENT MANAGEMENT CO LLC Service code 28 1 VANDERBILT AVENUE · NEW YORK, NY 10017 | Investment Management | $141,280 |
BUCK GLOBAL, LLC5 years Service code 11 110 W. BERRY ST., SUITE 1300 · FORT WAYNE, IN 46802 | Actuarial | $123,368 |
DWS FUNDS1 year Filed as: RREEF AMERICA REIT II, INC Service code 28 222 SOUTH RIVERSIDE 34TH FLOOR · CHICAGO, IL 60606 | Investment Management | $106,704 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS TRUMBULL Service code 28 10 STATE HOUSE SQUARE #15 · HARTFORD, CT 06103 | Investment Management | $85,179 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $72,379 |
Filed as: FIRST REPUBLIC BANK Service code 28 601 W MARKET STREET · LOUISVILLE, KY 40202 | Investment Management | $53,030 |
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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 14.20% | 9.71%+4.5pp | 32.33%-18.1pp | 9.11%+5.1pp |
| Employer contribution / active EE | $5,968 | $7,317-18.4% | $33,964-82.4% | $12,231-51.2% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |