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 BERMAN7 years Filed as: NEUBERGER BERMAN INV. ADVISERS LLC Service code 28 · EIN 13-5521910 | Investment Management | $1,860,867 |
AUTOMOBILE CLUB OF SO CALIFORNIA8+ years Service code 14 · EIN 95-0514585 | Plan Administrator | $1,074,251 |
OAKTREE CAPITAL MANAGEMENT, L.P.8+ years Service code 51 · EIN 26-0189082 | Investment Mgmt Fees | $827,178 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON MANAGEMENT LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $720,117 |
RIDGEWORTH6 years Filed as: GENEVA CAPITAL MANAGEMENT, LLC Service code 51 · EIN 06-1217855 | Investment Mgmt Fees | $665,178 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $581,808 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $273,000 |
Filed as: FRONTIER Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $136,943 |
AB FUNDS1 year Filed as: ALLIANCE BERSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $99,676 |
BLACKROCK6 years Filed as: BLACKROCK INST.TRUST CO, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $87,334 |
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 | $1,469,698-100.0% | $748,470-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -17.07% | 7.68%-24.8pp | 0.46%-17.5pp | 7.68%-24.8pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $35,480-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $231-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $29,938-100.0% | $19,323-100.0% |