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 |
|---|---|---|
BLACKROCK2+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $557,182 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $254,189 |
TBC ASSET MANAGEMENT2+ years Service code 28 · EIN 04-3404987 | Investment Management | $222,990 |
SANDERSON ASSET MANAGEMENT2+ years Filed as: SANDERSON Service code 28 · EIN 20-0348128 | Investment Management | $214,660 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $202,144 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $170,756 |
COHO PARTNERS, LTD.2+ years Filed as: COHO PARTNERS LTD Service code 28 · EIN 23-3004662 | Investment Management | $170,119 |
Filed as: GRYPHON INTERNATIONAL INVESTMENT Service code 27 | Advisory (Plan) | $166,682 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $150,626 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $150,162 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 8.51% | 9.41%-0.9pp | 5.00%+3.5pp | 9.19%-0.7pp |
| Employer contribution / active EE | $1,892 | $8,353-77.4% | $35,918-94.7% | $12,608-85.0% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |