Filed February 15, 2005 (most recent of 3 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 |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $94,178 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $55,586 |
SANDERSON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-4169008 | Investment Management | $46,864 |
Filed as: SILCHESTER INT. INVESTORS INC. Service code 27 · EIN 13-3854742 | Advisory (Plan) | $37,266 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 28 · EIN 04-2955404 | Investment Management | $35,927 |
PKF O'CONNOR DAVIES, LLP1+ years Service code 10 · EIN 27-1728945 | Accounting | $30,130 |
AMERICAN FUNDS1+ years Filed as: CAPITAL FINANCIAL PARTNERS Service code 16 · EIN 26-0057143 | Consulting | $25,000 |
CFS INVESTMENT ADVISORY SERVICES1+ years Service code 27 · EIN 22-3558384 | Advisory (Plan) | $25,000 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP Service code 21 · EIN 23-1945930 | Bank Trustee | $10,368 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | 0.19% | 5.83%-5.6pp | 4.07%-3.9pp | 7.18%-7.0pp |
| Employer contribution / active EE | $2,151 | $11,683-81.6% | $45,149-95.2% | $13,095-83.6% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |