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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $18,295,665 |
BRIDGEWATER1+ years Filed as: BRIDGEWATER ASSOCIATES Service code 28 · EIN 27-1437501 | Investment Management | $5,352,117 |
PIMCO FUNDS1+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $3,319,509 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $3,222,680 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 · EIN 95-2705767 | Investment Management | $2,619,970 |
NUMERIC INVESTORS LLC1+ years Filed as: NUMERIC INVESTORS, LLC Service code 28 · EIN 04-3068821 | Investment Management | $2,504,217 |
CAMDEN ASSET MANAGEMENT, LP1+ years Service code 28 · EIN 95-4319164 | Investment Management | $2,278,899 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Direct payment from the plan; Investm... | $2,189,404 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $2,124,724 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT PARTNERS, INC, Service code 28 · EIN 56-2475917 | Investment Management | $1,950,692 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,522-100.0% | $177,167-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 11.8%-11.8pp | 9.2%-9.2pp |
| Annual return | 1.51% | -0.08%+1.6pp | -2.52%+4.0pp | -0.08%+1.6pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $82,375-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $201-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $1,917-100.0% | $275-100.0% |