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 | $13,562,043 |
BRIDGEWATER2+ years Filed as: BRIDGEWATER ASSOCIATES Service code 28 · EIN 27-1437501 | Investment Management | $5,379,430 |
CAMDEN ASSET MANAGEMENT, LP2+ years Service code 28 · EIN 95-4319164 | Investment Management | $3,806,046 |
PIMCO FUNDS2+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $3,315,615 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $3,010,095 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $2,769,774 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $2,284,531 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Other fees; Custodial (securities); I... | $2,050,039 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,022,193 |
Filed as: MONDRIAN INVESTMENT PARTNERS, INC. Service code 28 · EIN 56-2475917 | Investment Management | $1,936,106 |
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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 | $40,289-100.0% | $500,101-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.3%-21.3pp | 4.2%-4.2pp |
| Annual return | 8.19% | 10.64%-2.5pp | 2.08%+6.1pp | 10.64%-2.5pp |
| Employer contribution / active EE | $0 | $11,561-100.0% | $47,324-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $347-100.0% | $78-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $1,916-100.0% | $312-100.0% |