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 |
|---|---|---|
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $531,966 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $271,403 |
SANDERSON ASSET MANAGEMENT3+ years Filed as: SANDERSON Service code 28 · EIN 20-0348128 | Investment Management | $249,552 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $202,311 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $193,574 |
Filed as: GRYPHON INTERNATIONAL INVESTMENT Service code 27 | Advisory (Plan) | $181,145 |
COHO PARTNERS, LTD.3+ years Filed as: COHO PARTNERS LTD Service code 28 · EIN 23-3004662 | Investment Management | $160,015 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $157,714 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $105,938 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $101,605 |
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 15.89% | 26.60%-10.7pp | 10.16%+5.7pp | 17.84%-2.0pp |
| Employer contribution / active EE | $1,259 | $7,232-82.6% | $33,192-96.2% | $14,688-91.4% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |