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.
| 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 |
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% |