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 |
|---|---|---|
BLACKROCK4+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $516,793 |
SANDERSON ASSET MANAGEMENT4+ years Filed as: SANDERSON Service code 28 · EIN 20-0348128 | Investment Management | $256,384 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $213,661 |
Filed as: GRYPHON INTERNATIONAL INVESTMENT Service code 27 | Advisory (Plan) | $200,591 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $187,612 |
ABERDEEN ASSET MANAGEMENT, INC.4+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $181,598 |
COHO PARTNERS, LTD.4+ years Filed as: COHO PARTNERS LTD Service code 28 · EIN 23-3004662 | Investment Management | $177,839 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $149,773 |
GAMCO ASSET MANAGEMENT1 year Filed as: BAMCO, INC Service code 28 · EIN 13-3390015 | Investment Management | $149,326 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $133,753 |
Annual investment return 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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -7.01% | 9.64%-16.6pp | -102.04%+95.0pp | 33.37%-40.4pp |
| Employer contribution / active EE | $14,448 | $8,034+79.8% | $36,232-60.1% | $11,253+28.4% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |