Filed March 15, 2006
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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 94-1687665 | Investment Management | $567,335 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 11 · EIN 13-4008324 | Actuarial | $173,110 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR Service code 28 · EIN 84-1596610 | Investment Management | $8,563 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $8,000 |
SCHRODER INVESTMENT MANAGEMENT2+ years Filed as: SCHRODERS Service code 28 | Investment Management | $7,361 |
SMITH & DOWNEY1 year Service code 29 320 E. TOWSONTOWN BLVD, SUITE 1E · BALTIMORE, MD 21286 | Legal | $6,993 |
HILLCREST ASSET MANAGEMENT2+ years Filed as: HILLCREST Service code 28 2805 DALLAS PARKWAY, SUITE 250 · PLANO, TX 75093 | Investment Management | $6,255 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC. Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $5,152 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 11.15% | 12.40%-1.3pp | 10.16%+1.0pp | 23.90%-12.7pp |
| Employer contribution / active EE | $0 | $8,748-100.0% | $33,192-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |