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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 11 · EIN 04-2647786 | Actuarial | $3,149,535 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT C.LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $519,929 |
FIRST PACIFIC ADVISORS, LLC2+ years Filed as: FIRST PACIFIC ADVISORS LLC Service code 28 · EIN 20-1362771 | Investment Management | $420,554 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $205,413 |
Filed as: PRICEWATERHOUSE COOPERS LLP Service code 70 · EIN 13-4008324 | Consulting Fees | $150,000 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $107,119 |
Filed as: GALLAGHER BENEFIT SERVCIES, INC Service code 49 · EIN 36-4291971 | Other Services | $100,000 |
CONVINGTON & BURLING LLP1 year Service code 29 · EIN 53-0188411 | Legal | $31,065 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON(TAIWAN TAX AGENT) Service code 40 | Other services; Foreign entity (e.g.,... | $8,233 |
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.
Plan reported a final filing / termination within the last year.
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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | -7.28% | 4.17%-11.5pp | 5.00%-12.3pp | 4.16%-11.4pp |
| Employer contribution / active EE | $0 | $39,228-100.0% | $35,918-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |