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 |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT Service code 28 · EIN 95-2632339 | Investment Management | $885,190 |
LEGAL & GENERAL INVESTMENT6+ years Service code 28 · EIN 20-8058531 | Investment Management | $102,681 |
Filed as: BLUECROSS BLUE SHIELD ASSOCIATION Service code 14 · EIN 13-5656874 | Plan Administrator | $95,624 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $66,928 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA Service code 27 · EIN 36-3109431 | Advisory (Plan) | $63,211 |
Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $50,785 |
BROOKFIELD1 year Filed as: BROOKFIELD US INC. Service code 28 · EIN 22-3335453 | Investment Management | $38,542 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $24,639 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $18,622 |
Filed as: MORGAN STANLEY INVESTMENT MGMT LTD Service code 28 · EIN 13-0057834 | Investment Management | $17,220 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 6.28% | 9.48%-3.2pp | 9.52%-3.2pp | 12.86%-6.6pp |
| Employer contribution / active EE | $15,155 | $12,808+18.3% | $41,951-63.9% | $13,687+10.7% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |