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 FUNDS4 years Filed as: PACIFIC INVESTMENT MNGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,036,852 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $757,694 |
MAGNITUDE CAPITAL, LLC2 years Service code 28 · EIN 02-0696120 | Investment Management | $691,294 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $245,465 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS INC. Service code 16 · EIN 52-1883918 | Consulting | $179,019 |
NORTHERN TRUST COMPANY3 years Service code 25 · EIN 36-1561860 | Directed Trustee | $150,436 |
Filed as: WAGEWORKS, INC. Service code 99 · EIN 94-3351864 | Other Fees | $6,854 |
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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 | $2,456,633-100.0% | $2,278,297-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 5.6%-5.6pp | 1.5%-1.5pp |
| Annual return | -15.81% | 23.41%-39.2pp | 111.29%-127.1pp | 23.41%-39.2pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $46,003-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $62-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |