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 |
|---|---|---|
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MNGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,238,722 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $645,760 |
MAGNITUDE CAPITAL, LLC1 year Service code 28 · EIN 02-0696120 | Investment Management | $400,729 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $242,340 |
MORNEAU SHEPELL7+ years Service code 16 · EIN 45-4303723 | Consulting | $219,166 |
NORTHERN TRUST COMPANY2 years Service code 25 · EIN 36-1561860 | Directed Trustee | $148,907 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $13,730 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $2,286,405-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 10.5%-10.5pp | 3.7%-3.7pp |
| Annual return | 5.19% | 15.63%-10.4pp | 4.92%+0.3pp | 15.63%-10.4pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $39,114-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $79-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |