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 |
|---|---|---|
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-2642764 | Investment Mgmt Fees | $495,041 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $485,361 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 33-0629048 | Investment Management | $221,874 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $179,577 |
ROBECO INVESTMENT MANAGEMENT3 years Filed as: ROBECO INVESTMENT MGMT COMPANY Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $178,911 |
Service code 29 · EIN 95-2077781 | Legal | $126,994 |
THE SEGAL COMPANY9+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $123,105 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST CO. Service code 18 · EIN 36-1561860 | Direct payment from the plan; Custodi... | $102,852 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $94,935 |
RVK, INC.9+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $72,240 |
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.
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 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 14.53% | 13.18%+1.3pp | 14.20%+0.3pp | 13.18%+1.3pp |
| Employer contribution / active EE | $1,838 | $8,469-78.3% | $29,492-93.8% | $8,469-78.3% |
| Participant deferral / active EE | $0 | $322-100.0% | $125-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |