Filed September 1, 2006 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $234,728 |
Filed as: MONDRIAN INVESTMENT GROUP (U.S.) Service code 28 · EIN 56-2475915 | Investment Management | $228,782 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $202,675 |
Filed as: MESA WEST REAL ESTATE INCOME FUND Service code 51 · EIN 45-4924975 | Investment Mgmt Fees | $171,213 |
Filed as: SENTIENT SERF IV Service code 51 · EIN 98-1011050 | Investment Mgmt Fees | $138,999 |
NETOLS ASSET MANAGEMENT1 year Filed as: NETOLS Service code 28 · EIN 39-2013954 | Investment Management | $131,459 |
Filed as: STATE STREET BANK Service code 28 · EIN 04-1867445 | Investment Management | $113,318 |
MERCER2+ years Service code 16 · EIN 13-2834414 | Consulting | $106,022 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $100,990 |
Service code 18 · EIN 95-3571558 | Custodial (other than securities); Cu... | $78,228 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 8.92% | 9.41%-0.5pp | 5.00%+3.9pp | 9.19%-0.3pp |
| Employer contribution / active EE | $81,443 | $8,353+875.0% | $35,918+126.7% | $12,608+545.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |