Filed May 17, 1995 (most recent of 2 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 FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $338,068 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $306,083 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA, INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $285,952 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $231,637 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1884125 | Accounting | $184,597 |
Filed as: INCOME RESEARCH & MGT, INC Service code 28 · EIN 04-2955404 | Investment Management | $55,547 |
LEGAL & GENERAL INVESTMENT3 years Service code 28 · EIN 20-8058531 | Investment Management | $21,784 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MGT COMPANY Service code 18 · EIN 13-3142135 | Investment management fees paid direc... | $20,454 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD NE, SUITE 600 · ATLANTA, GA 30326 | Accounting | $15,000 |
BLACKROCK1 year Service code 21 · EIN 94-3112180 | Bank Trustee | $12,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 4.63% | 9.58%-4.9pp | 9.52%-4.9pp | 11.45%-6.8pp |
| Employer contribution / active EE | $24,129 | $21,155+14.1% | $41,951-42.5% | $17,219+40.1% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |