Filed July 28, 2006 (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 MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $1,328,859 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $552,510 |
LEGAL & GENERAL INVESTMENT7+ years Service code 28 · EIN 20-8058531 | Investment Management | $236,143 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $204,063 |
GRANT THORNTON LLP7+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $85,851 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $66,032 |
MERCER2 years Filed as: MERCER INVESTMENT MANGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $54,843 |
BROOKFIELD2 years Filed as: BROOKFIELD US INC. Service code 28 · EIN 22-3335453 | Investment Management | $41,125 |
BARTLIT BECK LLP2 years Service code 29 · EIN 36-3909157 | Legal | $25,382 |
BLOOMBERG FINANCE LP2 years Filed as: BLOOMBERG FINANCE L.P. Service code 72 · EIN 06-1818168 | Other investment fees and expenses | $15,411 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 4.72% | 12.07%-7.4pp | 8.95%-4.2pp | 15.63%-10.9pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |