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 | $592,653 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $541,188 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 33-0629048 | Investment Management | $238,565 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $216,217 |
Filed as: ROBECO INVESTMENT MGMT COMPANY Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $201,404 |
JOHN YOUNG5 years Service code 30 · EIN 95-2097171 | Direct payment from the plan; Employe... | $132,491 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $118,597 |
DAVID ROMANO5 years Filed as: DAVID PIDLAOAN Service code 30 · EIN 95-2097171 | Direct payment from the plan; Employe... | $107,578 |
THE SEGAL COMPANY7+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $105,884 |
CAROLYN A. MAYES, CPA5 years Filed as: CAROLYN PETRILLI Service code 30 · EIN 95-2097171 | Employee (plan); Direct payment from ... | $99,885 |
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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.
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 | $0 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 10.42% | 13.51%-3.1pp | 10.41%0pp | 13.51%-3.1pp |
| Employer contribution / active EE | $1,709 | $8,170-79.1% | $31,248-94.5% | $8,170-79.1% |
| Participant deferral / active EE | $0 | $488-100.0% | $4-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |