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 FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,512,838 |
LOOMIS SAYLES4 years Service code 28 · EIN 04-3200030 | Investment Management | $892,531 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS INC. Service code 15 · EIN 82-1061233 | Recordkeeping | $563,012 |
Filed as: NISA INVESTMENT ADVISORS L.L.C Service code 28 · EIN 48-1140940 | Investment Management | $520,872 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $362,201 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $169,643 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $114,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $58,300 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $40,900 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $11,408 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $268,676-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 37.9%-37.9pp | 1.5%-1.5pp |
| Annual return | -7.24% | 23.41%-30.7pp | -10.68%+3.4pp | 23.41%-30.7pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $48,995-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $360-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,366-100.0% | $14,884-100.0% |