Filed June 24, 2002 (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 FUNDS4 years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $728,704 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-3703295 | Investment Mgmt Fees | $551,222 |
BAILLIE GIFFORD OVERSEAS LTD5+ years Service code 33 · EIN 22-3438530 | Other fees; Investment management fee... | $542,248 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $390,407 |
LINCOLN NATIONAL CORPORATION5+ years Service code 50 · EIN 35-0472300 | Direct Payment | $262,959 |
MERCER5+ years Service code 11 · EIN 12-2834414 | Actuarial | $140,233 |
EMERALD FUNDS1 year Filed as: EMERALD ADVISERS,LLC Service code 28 · EIN 83-1180034 | Investment Management | $113,751 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-6078093 | Investment Management | $100,553 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $87,667 |
Service code 22 · EIN 13-4994650 | Insurance Broker | $54,613 |
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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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -19.11% | -2.41%-16.7pp | -38.86%+19.8pp | 23.41%-42.5pp |
| Employer contribution / active EE | $6,288 | $7,691-18.2% | $37,756-83.3% | $12,650-50.3% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |