Filed February 10, 2009 (most recent of 3 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 |
|---|---|---|
PACIFIC INVEST MGMT CO LLC1+ years Filed as: PACIFIC INVEST MGMT COMPANY Service code 27 · EIN 33-0629048 | Advisory (Plan) | $233,272 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $231,580 |
RUDD & WISDOM, INC.1+ years Service code 11 · EIN 74-1896655 | Actuarial | $162,511 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 41-2003732 | Actuarial | $68,160 |
PRIME, BUCHHOLZ & ASSOCIATES1+ years Service code 27 · EIN 02-0426421 | Advisory (Plan) | $67,425 |
BLACKROCK1+ years Filed as: BLACKROCK INVEST MGMT LLC Service code 27 · EIN 20-5319476 | Advisory (Plan) | $67,007 |
Filed as: EMPOWER RETIREMENT Service code 15 · EIN 84-0467907 | Recordkeeping | $40,681 |
US BANK1+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $34,846 |
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $6,261 |
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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 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 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -5.97% | -1.64%-4.3pp | 16.23%-22.2pp | -0.60%-5.4pp |
| Employer contribution / active EE | $0 | $19,166-100.0% | $17,605-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |