Filed July 26, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK5+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $728,102 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MNGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $695,207 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $417,439 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $316,955 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $95,718 |
MORNEAU SHEPELL5+ years Service code 16 · EIN 45-4303723 | Consulting | $94,277 |
Service code 99 · EIN 94-3351864 | Other Fees | $93,163 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOC Service code 25 · EIN 16-1486454 | Directed Trustee | $90,363 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 20.11% | 1023.85%-1003.7pp | 12.90%+7.2pp | 1023.85%-1003.7pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $53,929-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $78-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |