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 | $14,284,897 |
BRIDGEWATER7+ years Filed as: BRIDGEWATER ASSOCIATES Service code 28 · EIN 27-1437501 | Investment Management | $6,223,310 |
CAMDEN ASSET MANAGEMENT, LP7+ years Service code 28 · EIN 95-4319164 | Investment Management | $5,553,007 |
PIMCO FUNDS7+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $4,580,928 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Service code 28 · EIN 95-2705767 | Investment Management | $4,426,129 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,433,639 |
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $2,166,957 |
WILLIAM BLAIR7+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $2,017,964 |
COLUMBIA7+ years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $1,732,869 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $1,434,174 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,286,405-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | -0.21% | 13.51%-13.7pp | 4.92%-5.1pp | 13.51%-13.7pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $39,114-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $79-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |