Filed August 3, 2010 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $444,477 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-2642764 | Investment Mgmt Fees | $422,384 |
FRANKLIN TEMPLETON1+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 51 · EIN 94-3385113 | Investment Mgmt Fees | $309,283 |
TRANSOMATIC CORPORATION1+ years Service code 15 · EIN 54-2103755 | Recordkeeping | $207,976 |
ISSI1+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $172,258 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO INVT MGMT DBA BOSTON PARTNER Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $137,151 |
SHANNON & ASSOCIATES, LLP1+ years Filed as: SHANNON, TRACY Service code 30 · EIN 95-2097171 | Employee (plan); Direct payment from ... | $124,860 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 33-0629048 | Investment Management | $119,129 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $117,616 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $113,720 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $192,069-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 13.2%-13.2pp | 9.2%-9.2pp |
| Annual return | 4.56% | -0.08%+4.6pp | -0.79%+5.3pp | -0.08%+4.6pp |
| Employer contribution / active EE | $1,389 | $7,991-82.6% | $28,419-95.1% | $7,991-82.6% |
| Participant deferral / active EE | $0 | $325-100.0% | $37-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $6,324-100.0% | $275-100.0% |