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 |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $289,091 |
SANDERSON ASSET MANAGEMENT5+ years Filed as: SANDERSON Service code 28 · EIN 20-0348128 | Investment Management | $248,243 |
BLACKROCK5+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $244,257 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $211,330 |
Service code 11 · EIN 53-0181291 | Actuarial | $195,839 |
COHO PARTNERS, LTD.5+ years Filed as: COHO PARTNERS LTD Service code 28 · EIN 23-3004662 | Investment Management | $179,222 |
Filed as: GRYPHON INTERNATIONAL INVESTMENT Service code 27 | Advisory (Plan) | $179,151 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $156,327 |
MONDRIAN INVESTMENT GROUP5+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $150,087 |
GAMCO ASSET MANAGEMENT1 year Filed as: BAMCO, INC. Service code 28 · EIN 13-3390015 | Investment Management | $141,262 |
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 21.29% | 34.64%-13.4pp | 20.73%+0.6pp | 21.83%-0.5pp |
| Employer contribution / active EE | $6,149 | $7,654-19.7% | $36,503-83.2% | $12,237-49.8% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |