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 | $16,410,304 |
BRIDGEWATER4+ years Filed as: BRIDGEWATER ASSOCIATES Service code 28 · EIN 27-1437501 | Investment Management | $5,532,393 |
PIMCO FUNDS4+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $3,749,612 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 28 · EIN 95-2705767 | Investment Management | $3,602,006 |
CAMDEN ASSET MANAGEMENT, LP4+ years Service code 28 · EIN 95-4319164 | Investment Management | $2,671,901 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $2,377,382 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $2,194,000 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,081,531 |
MONDRIAN INVESTMENT GROUP3 years Filed as: MONDRIAN INVESTMENT PARTNERS, INC. Service code 28 · EIN 56-2475917 | Investment Management | $1,829,609 |
COLUMBIA4+ years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $1,542,027 |
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 | $7,764,297-100.0% | $311,837-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.40% | -1.95%-2.5pp | 4677.09%-4681.5pp | -1.95%-2.5pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $49,501-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $312-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | - | $62,356-100.0% |