Filed June 17, 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.
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| Provider | Service type | Compensation |
|---|---|---|
AUTOMOBILE CLUB OF SO CALIFORNIA10+ years Service code 14 · EIN 95-0514585 | Plan Administrator | $1,092,393 |
NEUBERGER BERMAN9 years Filed as: NEUBERGER BERMAN INV. ADVISERS LLC Service code 51 · EIN 13-5521910 | Investment Mgmt Fees | $830,160 |
RIDGEWORTH8 years Filed as: GENEVA CAPITAL MANAGEMENT, LLC Service code 51 · EIN 06-1217855 | Investment Mgmt Fees | $688,676 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $640,654 |
WELLINGTON TRUST COMPANY9 years Filed as: WELLINGTON MANAGEMENT LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $636,687 |
FRONTIER CAPITAL MANAGEMENT3 years Filed as: FRONTIER Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $537,655 |
OAKTREE CAPITAL MANAGEMENT, L.P.10+ years Service code 51 · EIN 26-0189082 | Investment Mgmt Fees | $505,468 |
AB FUNDS2 years Filed as: ALLIANCEBERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $385,441 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $274,499 |
SEGALL BRYANT & HAMILL7 years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $234,328 |
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 6.55% | 8.85%-2.3pp | 8.34%-1.8pp | 8.85%-2.3pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $30,790-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $252-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |