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.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $89,812 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 21 · EIN 23-1945930 | Bank Trustee | $83,092 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $55,053 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $52,000 |
SANDERSON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-4169008 | Investment Management | $50,155 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 · EIN 04-2955404 | Investment Management | $48,933 |
Filed as: SILCHESTER INT. INVESTORS INC. Service code 27 · EIN 13-3854742 | Advisory (Plan) | $41,138 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN INVESTOR SERVICES Service code 50 · EIN 13-4994650 | Direct Payment | $37,738 |
PKF O'CONNOR DAVIES, LLP2+ years Service code 10 · EIN 27-1728945 | Accounting | $30,735 |
CFS INVESTMENT ADVISORY SERVICES2+ years Service code 27 · EIN 22-3558384 | Advisory (Plan) | $25,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 12.83% | 10.78%+2.1pp | 8.93%+3.9pp | 13.95%-1.1pp |
| Employer contribution / active EE | $13,795 | $10,694+29.0% | $43,470-68.3% | $16,598-16.9% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |