Filed December 16, 2004 (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 |
|---|---|---|
BLACKROCK1+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $652,770 |
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON Service code 28 · EIN 20-0348128 | Investment Management | $229,824 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $229,453 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $200,404 |
TBC ASSET MANAGEMENT1+ years Service code 28 · EIN 04-3404987 | Investment Management | $197,218 |
Filed as: GRYPHON INTERNATIONAL INVESTMENT Service code 27 | Advisory (Plan) | $164,659 |
COHO PARTNERS, LTD.1+ years Filed as: COHO PARTNERS LTD Service code 28 · EIN 23-3004662 | Investment Management | $163,204 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $150,994 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $141,969 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $139,098 |
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.23% | 4.01%-6.2pp | -2.01%-0.2pp | 1.67%-3.9pp |
| Employer contribution / active EE | $0 | $6,352-100.0% | $34,453-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |