Filed May 5, 2005 (most recent of 4 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: BLUECROSS BLUE SHIELD ASSOCIATION Service code 14 · EIN 13-5656874 | Plan Administrator | $271,865 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $216,521 |
Filed as: NOMURA CORPORATE RESEARCH&ASSET MGM Service code 28 · EIN 13-3607885 | Investment Management | $175,394 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Service code 28 · EIN 51-0368279 | Investment Management | $152,674 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $117,581 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $101,219 |
HYPERION BROOKFIELD3+ years Service code 28 · EIN 13-3750132 | Investment Management | $94,141 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $91,265 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $73,518 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $66,894 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 18.50% | 20.78%-2.3pp | 10.36%+8.1pp | 16.32%+2.2pp |
| Employer contribution / active EE | $7,967 | $15,647-49.1% | $37,738-78.9% | $12,766-37.6% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |