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 LIMITED3+ years Service code 68 · EIN 98-0465834 | Soft dollars commissions | $2,356,791 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-0320030 | Investment Management | $1,880,746 |
DOUBLELINE CAPITAL LP3+ years Service code 28 · EIN 30-0596331 | Investment Management | $1,369,636 |
CAREFIRST BLUE CROSS BLUE SHIELD3+ years Service code 23 · EIN 53-0078070 | Insurance services | $1,231,004 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING IN Service code 27 · EIN 36-3109431 | Advisory (Plan) | $1,171,756 |
BOSTON PARTNERS3+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 13-3959209 | Investment Management | $1,137,250 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,069,147 |
ACADIAN ASSET MANAGEMENT LLC3+ years Service code 28 · EIN 04-2929221 | Investment Management | $934,999 |
MERGANSER CAPITAL MANAGEMENT3+ years Service code 28 · EIN 04-3481611 | Investment Management | $883,856 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $871,120 |
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 17.96% | -4.58%+22.5pp | -2.18%+20.1pp | -1.95%+19.9pp |
| Employer contribution / active EE | $9,082 | $6,699+35.6% | $38,751-76.6% | $9,243-1.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |