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 FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT Service code 28 · EIN 95-2632339 | Investment Management | $131,797 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $115,420 |
BARTLIT BECK LLP1 year Filed as: BARLIT BECK LLP Service code 29 · EIN 36-3909157 | Legal | $105,214 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $52,423 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $52,121 |
LEGAL & GENERAL INVESTMENT6+ years Service code 28 · EIN 20-8058531 | Investment Management | $39,536 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $39,043 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTNON LLP Service code 10 · EIN 36-6055558 | Accounting | $31,294 |
Filed as: CORNERSTONE RESEARCH LLC Service code 29 · EIN 94-3092543 | Legal | $25,271 |
Filed as: TRUST COMPANY OF THE WEST (TCW) Service code 28 · EIN 95-3703295 | Investment Management | $14,433 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | -26.63% | 9.48%-36.1pp | 9.52%-36.2pp | 12.86%-39.5pp |
| Employer contribution / active EE | $0 | $12,808-100.0% | $41,951-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |