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.
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 |
|---|---|---|
NEUBERGER BERMAN3 years Filed as: NEUBERGER BERMAN INV. ADVISERS LLC Service code 28 · EIN 13-5521910 | Investment Management | $1,953,810 |
OAKTREE CAPITAL MANAGEMENT, L.P.4+ years Service code 51 · EIN 26-0189082 | Investment Mgmt Fees | $665,787 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $518,198 |
RIDGEWORTH2 years Filed as: GENEVA CAPITAL MANAGEMENT, LLC Service code 51 · EIN 06-1217855 | Investment Mgmt Fees | $437,665 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $338,053 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $273,769 |
BLACKROCK2 years Filed as: BLACKROCK INST.TRUST CO, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $153,875 |
SEGALL BRYANT & HAMILL1 year Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $151,404 |
AUTOMOBILE CLUB OF SO CALIFORNIA4+ years Service code 14 · EIN 95-0514585 | Plan Administrator | $121,609 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $87,899 |
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 | $7,764,297-100.0% | $145,218-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -4.38% | -1.95%-2.4pp | -0.67%-3.7pp | -1.95%-2.4pp |
| Employer contribution / active EE | $5,712 | $9,243-38.2% | $31,731-82.0% | $9,243-38.2% |
| Participant deferral / active EE | $0 | $425-100.0% | $473-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $28,383-100.0% | $62,356-100.0% |