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.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $659,587 |
COLUMBIA2+ years Service code 51 COLUMBIA MGMT INVESTMENT SERVICES · BOSTON, MA 022668081 | Investment Mgmt Fees | $188,281 |
Filed as: MERRILL LYNCH RETIREMENT SERVICES Service code 11 P.O BOX 1501 · PENNINGTON, NJ 085349809 | Actuarial | $183,578 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS Service code 51 MFS INSTITUTIONAL ADVISORS, INC. · BOSTON, MA 02119 | Investment Mgmt Fees | $22,650 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR Service code 51 CAMBIAR INVESTORS · DENVER, CO 80206 | Investment Mgmt Fees | $22,193 |
LOOMIS SAYLES1 year Service code 51 LOOMIS, SAYLES AND COMPANY, L.P. · BOSTON, MA 02111 | Investment Mgmt Fees | $18,608 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE Service code 51 WEDGE CAPITAL MANAGEMENT, LLP · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $18,162 |
BAIRD INSURANCE SERVICES INC2+ years Filed as: BAIRD Service code 51 BAIRD FUNDS, INC. · MILWAUKEE, WI 532010701 | Investment Mgmt Fees | $18,040 |
SCHRODER INVESTMENT MANAGEMENT2+ years Filed as: SCHRODER FUND Service code 51 SCHRODER FUND ADVISORS LLC · NEW YORK, NY 100226225 | Investment Mgmt Fees | $17,048 |
BAKER NEWMAN NOYES2+ years Service code 10 · EIN 01-0494526 | Accounting | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 4.67% | 12.40%-7.7pp | 10.16%-5.5pp | 23.90%-19.2pp |
| Employer contribution / active EE | $11,710 | $8,748+33.9% | $33,192-64.7% | $16,539-29.2% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |