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 BERMAN6 years Filed as: NEUBERGER BERMAN INV. ADVISERS LLC Service code 28 · EIN 13-5521910 | Investment Management | $2,411,060 |
AUTOMOBILE CLUB OF SO CALIFORNIA7+ years Service code 14 · EIN 95-0514585 | Plan Administrator | $937,265 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON MANAGEMENT LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $804,619 |
OAKTREE CAPITAL MANAGEMENT, L.P.7+ years Service code 51 · EIN 26-0189082 | Investment Mgmt Fees | $771,511 |
RIDGEWORTH5 years Filed as: GENEVA CAPITAL MANAGEMENT, LLC Service code 51 · EIN 06-1217855 | Investment Mgmt Fees | $694,145 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $591,597 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $273,000 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $106,053 |
BLACKROCK6 years Filed as: BLACKROCK FINANCIAL MANAGMENT, INC. Service code 28 · EIN 13-3806691 | Investment Management | $99,399 |
SEGALL BRYANT & HAMILL4 years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $97,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $151,098-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 0.0%0pp |
| Annual return | 14.52% | 19.39%-4.9pp | 11.31%+3.2pp | 19.39%-4.9pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $35,729-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $237-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $20,124-100.0% | - |