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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $12,029,349 |
BRIDGEWATER3+ years Filed as: BRIDGEWATER ASSOCIATES Service code 28 · EIN 27-1437501 | Investment Management | $5,496,866 |
PIMCO FUNDS3+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $3,435,702 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 | Investment Management | $3,004,685 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $2,748,134 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $2,468,934 |
CAMDEN ASSET MANAGEMENT, LP3+ years Service code 28 · EIN 95-4319164 | Investment Management | $2,225,886 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT PARTNERS, INC. Service code 28 · EIN 56-2475917 | Investment Management | $2,128,208 |
Filed as: STATE STREET GLOBAL ADVISOR TR CO Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $1,857,038 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,657,130 |
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 | $14,491,905-100.0% | $1,637,423-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 5.3%-5.3pp | 5.3%-5.3pp |
| Annual return | 12.26% | 1057.21%-1045.0pp | 15.63%-3.4pp | 1057.21%-1045.0pp |
| Employer contribution / active EE | $0 | $14,374-100.0% | $56,677-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $93-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $0 | $81,210-100.0% |