Filed December 18, 1997 (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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 28 · EIN 36-3871028 | Investment Management | $545,743 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $359,541 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $345,428 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $236,868 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $92,454 |
MONDRIAN INVESTMENT GROUP2+ years Service code 28 · EIN 56-2475915 | Investment Management | $88,109 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $14,339-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 17.0%-17.0pp | 5.5%-5.5pp |
| Annual return | 8.72% | 5.86%+2.9pp | 1.15%+7.6pp | 5.86%+2.9pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $26,339-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $178-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,605-100.0% | $387-100.0% |