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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-2642764 | Investment Mgmt Fees | $460,425 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $445,402 |
FRANKLIN TEMPLETON4+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 51 · EIN 94-3385113 | Investment Mgmt Fees | $346,917 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 33-0629048 | Investment Management | $208,559 |
Service code 29 · EIN 95-2077781 | Legal | $160,234 |
BOSTON PARTNERS2 years Filed as: GLOBAL INVESTORS, INC. BOSTON PRNS Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $153,552 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $150,476 |
SHANNON & ASSOCIATES, LLP4+ years Filed as: SHANNON, TRACY Service code 30 · EIN 95-2097171 | Direct payment from the plan; Employe... | $136,970 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $119,979 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $113,663 |
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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 | $7,764,297-100.0% | $192,869-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -3.54% | -1.95%-1.6pp | -0.77%-2.8pp | -1.95%-1.6pp |
| Employer contribution / active EE | $1,668 | $9,243-82.0% | $29,514-94.3% | $9,243-82.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $36-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $42,257-100.0% | $62,356-100.0% |