Filed February 21, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MFS INVESTMENT MANAGEMENT6+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $579,271 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $433,630 |
ROTHSCHILD ASSET MANAGEMENT4 years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $385,367 |
Filed as: VOYA INVESTMENT MANAGEMENT LLC Service code 28 · EIN 02-0488491 | Investment Management | $350,202 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $313,648 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $267,670 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $226,482 |
CALLAN ASSOCIATES6+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $140,400 |
Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $126,860 |
PERKINS COIE, LLP6+ years Service code 29 · EIN 91-0591206 | Legal | $29,869 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 18.72% | 19.50%-0.8pp | 8.35%+10.4pp | 12.86%+5.9pp |
| Employer contribution / active EE | $8,535 | $27,684-69.2% | $27,010-68.4% | $13,687-37.6% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |