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 CONSULTING5+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $476,941 |
ROTHSCHILD ASSET MANAGEMENT5+ years Service code 28 · EIN 13-2544634 | Investment Management | $425,725 |
Filed as: FORT WASHINGTON INV ADVISORS Service code 28 · EIN 31-1301863 | Investment Management | $396,884 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $363,380 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $292,786 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $246,195 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $187,736 |
CURTISS-WRIGHT CORPORATION4 years Service code 14 · EIN 13-0612970 | Plan Administrator | $123,675 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $123,675 |
MERCER5+ 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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 18.22% | 22.40%-4.2pp | 29.77%-11.5pp | 21.83%-3.6pp |
| Employer contribution / active EE | $58,230 | $13,519+330.7% | $33,607+73.3% | $12,237+375.8% |
| Participant deferral / active EE | $342 | $806-57.6% | $96+255.4% | $987-65.4% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |