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 CONSULTING3+ years Filed as: AON HEWITT Service code 28 · EIN 36-3871028 | Investment Management | $546,807 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $331,419 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $250,304 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 19 · EIN 36-2723087 | Securities Custodian | $152,894 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $84,216 |
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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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 16.22% | 19.60%-3.4pp | 11.12%+5.1pp | 17.84%-1.6pp |
| Employer contribution / active EE | $0 | $16,438-100.0% | $22,651-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |