Filed December 24, 2004 (most recent of 6 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.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $327,753 |
Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 16 · EIN 52-1868818 | Consulting | $293,359 |
Service code 28 · EIN 20-8058531 | Investment Management | $281,195 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 36-2235791 | Recordkeeping | $103,645 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $56,452 |
LEGG MASON2 years Filed as: LEGG MASON, INC AND SUBSIDIARIES Service code 21 · EIN 52-1200960 | Bank Trustee | $19,694 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $18,876 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $17,958 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 81-4017137 | Investment Management | $12,276 |
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 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 9.60% | 10.88%-1.3pp | 10.57%-1.0pp | 12.86%-3.3pp |
| Employer contribution / active EE | $0 | $18,143-100.0% | $29,483-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |