Filed August 5, 2005 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 65 · EIN 22-2232264 | Account Maintenance | $866,126 |
Filed as: FORT WASHINGTON INV ADVISORS Service code 28 · EIN 31-1301863 | Investment Management | $348,965 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $332,547 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-2544634 | Investment Management | $284,005 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $247,278 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $231,140 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Other fees; Custodial (other than sec... | $216,153 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $170,879 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING INC Service code 16 · EIN 13-2834414 | Consulting | $90,500 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 | Bank Trustee | $48,254 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -1.18% | -1.23%+0.1pp | -3.43%+2.2pp | 1.67%-2.9pp |
| Employer contribution / active EE | $0 | $11,541-100.0% | $25,607-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $268 | $1,138-76.5% | $77+245.8% | $1,562-82.9% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |