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 | $281,048 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $280,731 |
ABERDEEN ASSET MANAGEMENT, INC.4+ years Service code 28 · EIN 51-0368279 | Investment Management | $196,666 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $137,730 |
Filed as: NOMURA CORPORATE RESEARCH Service code 28 · EIN 13-3607885 | Investment Management | $134,746 |
HYPERION BROOKFIELD4+ years Service code 28 · EIN 13-3750132 | Investment Management | $102,643 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $97,926 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $75,953 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $50,740 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $48,654 |
Annual investment return 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 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -7.62% | -1.92%-5.7pp | -2.18%-5.4pp | 73.13%-80.8pp |
| Employer contribution / active EE | $12,475 | $10,821+15.3% | $38,751-67.8% | $8,421+48.1% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |