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.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $89,926 |
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 · EIN 04-2955404 | Investment Management | $70,335 |
SANDERSON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-4169008 | Investment Management | $59,407 |
Filed as: SILCHESTER INT. INVESTORS INC. Service code 27 · EIN 13-3854742 | Advisory (Plan) | $49,255 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $41,473 |
PKF O'CONNOR DAVIES, LLP3+ years Service code 10 · EIN 27-1728945 | Accounting | $31,800 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 27 · EIN 23-1999755 | Advisory (Plan) | $30,657 |
Filed as: CFS CONSULTING Service code 50 · EIN 22-3558384 | Direct Payment | $25,000 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $19,745 |
JP MORGAN SECURITIES LLC2 years Filed as: JP MORGAN INVESTOR SERVICES Service code 50 · EIN 13-4994650 | Direct Payment | $17,905 |
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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 | $37,197-100.0% | $171,071-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 4.7%-4.7pp |
| Annual return | 6.96% | -1.76%+8.7pp | -3.19%+10.1pp | -0.69%+7.6pp |
| Employer contribution / active EE | $14,702 | $13,257+10.9% | $48,658-69.8% | $16,786-12.4% |
| Participant deferral / active EE | $0 | $0 | $273-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,129-100.0% | $124-100.0% |