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 |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $478,178 |
DODGE & COX7+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $251,933 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $104,455 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $68,730 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO Service code 21 · EIN 36-1561860 | Bank Trustee | $62,026 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $50,770 |
Filed as: DOMINION RESOURCES SVCS INC Service code 14 · EIN 54-1229715 | Plan Administrator | $26,833 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS INC Service code 51 · EIN 36-3608252 | Investment Mgmt Fees | $24,400 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 55 · EIN 04-3523567 | Other Commissions | $19,206 |
BLOOMBERG FINANCE LP1 year Service code 34 · EIN 13-3417984 | Valuation (appraisals, etc.) | $10,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 11.48% | 10.14%+1.3pp | 8.31%+3.2pp | 15.63%-4.1pp |
| Employer contribution / active EE | $0 | $16,339-100.0% | $21,002-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |