Filed July 30, 2006 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5 years Filed as: PIMCO Service code 28 · EIN 06-1349805 | Investment Management | $390,488 |
Filed as: FIDELITY INV INST OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $157,661 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $40,000 |
Filed as: KESTRA ADVISORY Service code 17 · EIN 74-2794194 | Pension Consulting | $28,000 |
WILLIAM BLAIR3 years Filed as: WILLIAM VAUGHN COMPANY Service code 10 · EIN 34-1145015 | Accounting | $15,000 |
Filed as: FIDELITY MGT TRUST CO Service code 13 · EIN 04-2723880 | Contract Administrator | $5,129 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | -5.40% | 8.91%-14.3pp | 7.32%-12.7pp | 13.24%-18.6pp |
| Employer contribution / active EE | $57,751 | $13,306+334.0% | $23,426+146.5% | $14,616+295.1% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |