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 | $15,212,770 |
CAMDEN ASSET MANAGEMENT, LP6+ years Service code 28 · EIN 95-4319164 | Investment Management | $7,631,565 |
BRIDGEWATER6+ years Filed as: BRIDGEWATER ASSOCIATES Service code 28 · EIN 27-1437501 | Investment Management | $6,238,963 |
PIMCO FUNDS6+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $4,837,138 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Service code 28 · EIN 95-2705767 | Investment Management | $4,651,658 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,814,027 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,926,691 |
WILLIAM BLAIR6+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $1,843,230 |
COLUMBIA6+ years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $1,668,081 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $1,460,689 |
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 | $0 | $1,964,387-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.0%0pp |
| Annual return | 13.21% | 13.80%-0.6pp | 21681.50%-21668.3pp | 13.80%-0.6pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $87,430-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $70-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $3,693-100.0% | - |