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 | $467,133 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $462,508 |
FRANKLIN TEMPLETON5+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 51 · EIN 94-3385113 | Investment Mgmt Fees | $337,361 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 33-0629048 | Investment Management | $220,743 |
BOSTON PARTNERS3 years Filed as: GLOBAL INVESTORS, INC. BOSTON PRNS Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $161,824 |
Service code 29 · EIN 95-2077781 | Legal | $153,654 |
SHANNON & ASSOCIATES, LLP5+ years Filed as: SHANNON, TRACY Service code 30 · EIN 95-2097171 | Employee (plan); Direct payment from ... | $152,162 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $140,315 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $113,929 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $111,647 |
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Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $177,834-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 17.54% | 24.48%-6.9pp | 11.67%+5.9pp | 24.48%-6.9pp |
| Employer contribution / active EE | $1,965 | $9,418-79.1% | $28,376-93.1% | $9,418-79.1% |
| Participant deferral / active EE | $0 | $501-100.0% | $46-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $15,617-100.0% | $2,968,729-100.0% |