Filed April 16, 2007 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET MGT Service code 27 · EIN 52-1200960 | Advisory (Plan) | $823,717 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 25 · EIN 04-2723880 | Directed Trustee | $696,942 |
PIMCO FUNDS6 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $503,622 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 27 · EIN 82-2405817 | Advisory (Plan) | $435,017 |
HEWITT ASSOCIATES LLC10+ years Filed as: HEWITT ENNISKNUPP Service code 17 · EIN 36-3109431 | Pension Consulting | $291,732 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH MANAGEMENT (IRM) Service code 28 · EIN 04-2955404 | Investment Management | $286,373 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $273,997 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $234,407 |
RYDER SYSTEM, INC.10+ years Service code 15 · EIN 59-0739250 | Recordkeeping | $102,613 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $87,203 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 2.97% | 9.32%-6.3pp | 10.53%-7.6pp | 9.30%-6.3pp |
| Employer contribution / active EE | $32,017 | $14,511+120.6% | $26,797+19.5% | $12,551+155.1% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |