Filed January 6, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $809,089 |
Filed as: MERRILL LYNCH RETIREMENT SERVICES Service code 11 P.O BOX 1501 · PENNINGTON, NJ 085349809 | Actuarial | $183,276 |
COLUMBIA1+ years Service code 51 COLUMBIA MGMT INVESTMENT SERVICES · BOSTON, MA 022668081 | Investment Mgmt Fees | $58,824 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR Service code 51 CAMBIAR INVESTORS · DENVER, CO 80206 | Investment Mgmt Fees | $22,266 |
Filed as: TCW Service code 51 THE TCW GROUP · LOS ANGELES, CA 90017 | Investment Mgmt Fees | $20,073 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS Service code 51 MFS INSTITUTIONAL ADVISORS, INC. · BOSTON, MA 02119 | Investment Mgmt Fees | $19,797 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODER FUND Service code 51 SCHRODER FUND ADVISORS LLC · NEW YORK, NY 100226225 | Investment Mgmt Fees | $19,261 |
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD Service code 51 BAIRD FUNDS, INC. · MILWAUKEE, WI 532010701 | Investment Mgmt Fees | $16,272 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE Service code 51 WEDGE CAPITAL MANAGEMENT, LLP · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $16,268 |
JACKSON LEWIS P.C.1+ years Filed as: JACKSON LEWIS Service code 29 100 INTERNATIONAL DRIVE, SUITE 363 · PORTSMOUTH, NH 03801 | Legal | $13,967 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 10.14% | 5.09%+5.1pp | 5.00%+5.1pp | 7.18%+3.0pp |
| Employer contribution / active EE | $10,811 | $7,393+46.2% | $35,918-69.9% | $13,095-17.4% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |