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 CONSULTING3+ years Filed as: AON CONSULTING INC. Service code 28 · EIN 22-2232264 | Investment Management | $722,144 |
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 28 · EIN 13-2544634 | Investment Management | $428,167 |
Filed as: FORT WASHINGTON INV ADVISORS Service code 28 · EIN 31-1301863 | Investment Management | $379,888 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $350,359 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $276,737 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $252,023 |
THE BANK OF NEW YORK MELLON3+ years Service code 99 · EIN 13-5160382 | Other Fees | $235,401 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $194,391 |
CURTISS-WRIGHT CORPORATION2 years Service code 14 · EIN 13-0612970 | Plan Administrator | $190,192 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING INC Service code 28 · EIN 13-2834414 | Investment Management | $90,500 |
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Participant 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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 13.74% | 15.82%-2.1pp | 16.78%-3.0pp | 17.84%-4.1pp |
| Employer contribution / active EE | $16,134 | $19,885-18.9% | $26,328-38.7% | $14,688+9.8% |
| Participant deferral / active EE | $317 | $776-59.2% | $97+228.0% | $770-58.8% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |