Filed September 15, 1992 (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 FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $78,430 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $65,480 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $58,480 |
LEGAL & GENERAL INVESTMENT2+ years Service code 28 · EIN 20-8058531 | Investment Management | $52,079 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $36,715 |
THE TRUST COMPANY OF TENNESSEE2+ years Filed as: TRUST COMPANY OF THE WEST Service code 28 · EIN 95-3703295 | Investment Management | $18,637 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $15,762 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,911 |
HYPERION BROOKFIELD1 year Filed as: HYPERION BROOKFIELD ASSET MANAGEMEN Service code 28 · EIN 13-3750132 | Investment Management | $8,083 |
L & S VENTURES LLC1 year Service code 17 · EIN 75-3238476 | Pension Consulting | $5,340 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 9.28% | 6.13%+3.2pp | 4.74%+4.5pp | 9.19%+0.1pp |
| Employer contribution / active EE | $0 | $10,206-100.0% | $36,089-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |