Filed September 21, 2001 (most recent of 3 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 |
|---|---|---|
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,585,840 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS INC. Service code 15 · EIN 82-1061233 | Recordkeeping | $913,568 |
LOOMIS SAYLES2 years Service code 28 · EIN 20-8080381 | Investment Management | $594,790 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $535,246 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $463,819 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); In... | $359,052 |
Filed as: WALTER SCOTT AND PARTNERS Service code 19 · EIN 98-0465834 | Securities Custodian | $150,424 |
PROSKAUER ROSE LLP6+ years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $71,565 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $53,000 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT & PARTNERS Service code 52 | Indirect Investment Fees | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 7.05% | 12.86%-5.8pp | 10.03%-3.0pp | 12.86%-5.8pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $38,789-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $74-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |