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 year Filed as: NEUBERGER BERMAN INV. ADVISERS LLC Service code 28 · EIN 13-5521910 | Investment Management | $1,501,557 |
AUTOMOBILE CLUB OF SO CALIFORNIA2+ years Service code 10 · EIN 95-0514585 | Accounting | $556,443 |
OAKTREE CAPITAL MANAGEMENT, L.P.2+ years Service code 51 · EIN 26-0189082 | Investment Mgmt Fees | $514,489 |
ALLIANZ GLOBAL INVESTORS2+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 01-0645160 | Investment Management | $499,594 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $478,804 |
BLACKROCK1 year Filed as: BGI-BLACKROCK INST.TRUST CO, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $282,298 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $264,262 |
DENVER INVESTMENTS2+ years Filed as: DENVER INVESTMENT ADVISORS LLC Service code 28 · EIN 84-1284659 | Investment Management | $154,926 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $101,774 |
RIDGEWORTH1 year Filed as: GENEVA CAPITAL MANAGEMENT Service code 51 · EIN 06-1217855 | Investment Mgmt Fees | $79,819 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $57,821-100.0% | $115,939-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 19.3%-19.3pp | 5.5%-5.5pp |
| Annual return | 10.37% | 5.86%+4.5pp | 3.97%+6.4pp | 5.86%+4.5pp |
| Employer contribution / active EE | $2,113 | $10,137-79.2% | $28,168-92.5% | $10,137-79.2% |
| Participant deferral / active EE | $0 | $492-100.0% | $274-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $12,837-100.0% | $387-100.0% |