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 BERMAN8 years Filed as: NEUBERGER BERMAN INV. ADVISERS LLC Service code 28 · EIN 13-5521910 | Investment Management | $1,731,512 |
AUTOMOBILE CLUB OF SO CALIFORNIA9+ years Service code 14 · EIN 95-0514585 | Plan Administrator | $944,738 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $771,296 |
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON MANAGEMENT LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $649,803 |
RIDGEWORTH7 years Filed as: GENEVA CAPITAL MANAGEMENT, LLC Service code 51 · EIN 06-1217855 | Investment Mgmt Fees | $635,654 |
FRONTIER CAPITAL MANAGEMENT2 years Filed as: FRONTIER Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $447,828 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $356,006 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $275,110 |
Filed as: WESTERN ASSET MANAGEMENT CO, LLC Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $136,776 |
BLACKROCK7 years Filed as: BLACKROCK INST.TRUST CO, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $62,583 |
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 | $163,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.9%-15.9pp | 0.0%0pp |
| Annual return | 16.75% | 13.18%+3.6pp | 9.36%+7.4pp | 13.18%+3.6pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $31,270-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $263-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $9,460-100.0% | - |