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 | $11,576,697 |
BRIDGEWATER5+ years Filed as: BRIDGEWATER ASSOCIATES Service code 28 · EIN 27-1437501 | Investment Management | $5,955,297 |
PIMCO FUNDS5+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $4,368,005 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Service code 28 · EIN 95-2705767 | Investment Management | $4,088,718 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,969,142 |
CAMDEN ASSET MANAGEMENT, LP5+ years Service code 28 · EIN 95-4319164 | Investment Management | $2,064,926 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,997,389 |
WILLIAM BLAIR5+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $1,855,213 |
MONDRIAN INVESTMENT GROUP4 years Filed as: MONDRIAN INVESTMENT PARTNERS, INC. Service code 28 · EIN 56-2475917 | Investment Management | $1,614,055 |
COLUMBIA5+ years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $1,590,050 |
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 | $894,319,009-100.0% | - | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 18.90% | 24.48%-5.6pp | 12.90%+6.0pp | 24.48%-5.6pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $53,929-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $78-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | - | $2,968,729-100.0% |