Filed January 23, 2006
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.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGT INC. Service code 28 · EIN 13-3200244 | Investment Management | $174,750 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $161,999 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $146,303 |
Service code 28 · EIN 13-5123346 | Investment Management | $120,837 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $111,174 |
LEGAL & GENERAL INVESTMENT1+ years Service code 28 · EIN 20-8058531 | Investment Management | $101,245 |
ELLWOOD ASSOCIATES1+ years Filed as: J.H. ELLWOOD & ASSOCIATES INC. Service code 34 · EIN 36-3121777 | Direct payment from the plan; Valuati... | $63,364 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -2.14% | -2.01%-0.1pp | -0.97%-1.2pp | -0.60%-1.5pp |
| Employer contribution / active EE | $16,128 | $11,144+44.7% | $22,441-28.1% | $12,272+31.4% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |