Filed March 10, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $10,265,870 |
BRIDGEWATER10+ years Filed as: BRIDGEWATER ASSOCIATES Service code 28 · EIN 27-1437501 | Investment Management | $5,500,256 |
CAMDEN ASSET MANAGEMENT, LP10+ years Service code 28 · EIN 95-4319164 | Investment Management | $3,571,527 |
PIMCO FUNDS10+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $3,554,700 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Service code 28 · EIN 95-2705767 | Investment Management | $3,508,151 |
WILLIS TOWERS WATSON US LLC9 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,422,695 |
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $2,149,137 |
WILLIAM BLAIR10+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $1,653,350 |
Filed as: MONDRIAN INVESTMENT PARTNERS LTD Service code 28 · EIN 98-0117968 | Investment Management | $1,436,835 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $1,250,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.38% | 8.85%-4.5pp | 3.39%+1.0pp | 8.85%-4.5pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $31,780-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $83-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |