Filed March 16, 2007 (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 |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS CO Service code 11 · EIN 04-2647786 | Actuarial | $1,737,722 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT C.LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $719,290 |
FIRST PACIFIC ADVISORS, LLC1+ years Filed as: FIRST PACIFIC ADVISORS LLC Service code 28 · EIN 20-1362771 | Investment Management | $489,146 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $206,757 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $53,504 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $44,000 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND ASSOCIATES Service code 27 · EIN 63-0955503 | Advisory (Plan) | $26,798 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON(TAIWAN TAX AGENT) Service code 40 | Foreign entity (e.g., an agent or bro... | $8,497 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | 4.54% | -1.20%+5.7pp | -2.01%+6.5pp | -0.08%+4.6pp |
| Employer contribution / active EE | $472 | $5,696-91.7% | $34,453-98.6% | $7,991-94.1% |
| Participant deferral / active EE | $0 | $79-100.0% | $34-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |