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.
| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN LLC Service code 28 · EIN 13-5521910 | Investment Management | $1,173,466 |
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 01-0645160 | Investment Management | $799,246 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $570,652 |
OAKTREE CAPITAL MANAGEMENT, L.P.1+ years Service code 51 · EIN 26-0189082 | Investment Mgmt Fees | $443,923 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 12 · EIN 94-3112180 | Claims processing | $162,824 |
DENVER INVESTMENTS1+ years Filed as: DENVER INVESTMENT ADVISORS LLC Service code 28 · EIN 84-1284659 | Investment Management | $155,400 |
AUTOMOBILE CLUB OF SO CALIFORNIA1+ years Service code 10 · EIN 95-0514585 | Accounting | $148,435 |
BLACKROCK1+ years Filed as: BGI-BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $105,022 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $91,630 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $90,829 |
Form 5500 reported that benefits due were not provided when due.
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 | $108,235-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | -0.44% | 3.11%-3.6pp | -1.08%+0.6pp | 3.11%-3.6pp |
| Employer contribution / active EE | $15,093 | $9,361+61.2% | $35,779-57.8% | $9,361+61.2% |
| Participant deferral / active EE | $0 | $375-100.0% | $238-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $13,449-100.0% | - |