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 BERMAN5 years Filed as: NEUBERGER BERMAN INV. ADVISERS LLC Service code 28 · EIN 13-5521910 | Investment Management | $2,057,254 |
AUTOMOBILE CLUB OF SO CALIFORNIA6+ years Service code 14 · EIN 95-0514585 | Plan Administrator | $857,947 |
OAKTREE CAPITAL MANAGEMENT, L.P.6+ years Service code 51 · EIN 26-0189082 | Investment Mgmt Fees | $671,443 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $624,648 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON MANAGEMENT LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $561,294 |
RIDGEWORTH4 years Filed as: GENEVA CAPITAL MANAGEMENT, LLC Service code 51 · EIN 06-1217855 | Investment Mgmt Fees | $510,910 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $262,797 |
SEGALL BRYANT & HAMILL3 years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $136,257 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $108,434 |
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGMENT, INC. Service code 28 · EIN 13-3806691 | Investment Management | $82,315 |
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 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 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 16.55% | 13.80%+2.8pp | 7.87%+8.7pp | 13.80%+2.8pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $31,784-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $241-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |