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 FUNDS5 years Filed as: PACIFIC INVESTMENT MNGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $889,941 |
MAGNITUDE CAPITAL, LLC3 years Service code 28 · EIN 02-0696120 | Investment Management | $777,944 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $750,480 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $274,167 |
NORTHERN TRUST COMPANY4 years Service code 25 · EIN 36-1561860 | Directed Trustee | $138,714 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH (US) LTD. Service code 16 · EIN 52-1883918 | Consulting | $104,049 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
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 | $13,363-100.0% | $2,703,652-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 7.7%-7.7pp | 2.2%-2.2pp |
| Annual return | 4.10% | 9.11%-5.0pp | 7.26%-3.2pp | 9.11%-5.0pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $34,949-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $86-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | - | $125-100.0% |