Filed December 16, 1994
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WALTER SCOTT & PARTNERS LIMITED2+ years Service code 28 · EIN 98-0465834 | Investment Management | $1,993,977 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $1,786,470 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-0320030 | Investment Management | $1,738,747 |
TEMPLETON & COMPANY LLP2+ years Filed as: TEMPLETON/SIERRA INVESTMENT PARTNER Service code 51 · EIN 94-3385113 | Investment Mgmt Fees | $1,321,063 |
DOUBLELINE CAPITAL LP2+ years Service code 28 · EIN 30-0596331 | Investment Management | $1,276,145 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $1,190,683 |
CAREFIRST BLUE CROSS BLUE SHIELD2+ years Service code 23 · EIN 52-1385894 | Insurance services | $1,177,905 |
BOSTON PARTNERS2+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 13-3959209 | Investment Management | $1,087,168 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,053,834 |
ACADIAN ASSET MANAGEMENT LLC2+ years Service code 28 · EIN 04-2929221 | Investment Management | $903,730 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 11.73% | 13.90%-2.2pp | 10.36%+1.4pp | 1057.21%-1045.5pp |
| Employer contribution / active EE | $8,745 | $9,853-11.2% | $37,738-76.8% | $14,374-39.2% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |