Filed March 1, 2002 (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 |
|---|---|---|
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISOR SERVICES Service code 26 · EIN 74-2708841 | Advisory (Participants) | $353,419 |
Filed as: SCHRODER INVESTMENT MGT Service code 26 · EIN 13-4064414 | Advisory (Participants) | $67,610 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 15 · EIN 36-1561860 | Recordkeeping | $25,098 |
COHEN & STEERS1 year Filed as: COHEN & STEERS CAPITAL MGT Service code 26 · EIN 13-3353336 | Advisory (Participants) | $10,125 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT ADVISOR Service code 26 · EIN 13-3180631 | Advisory (Participants) | $8,655 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $397,815-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.7%-0.7pp |
| Annual return | 6.90% | 14.25%-7.3pp | 9.74%-2.8pp | 13.24%-6.3pp |
| Employer contribution / active EE | $5,692 | $6,860-17.0% | $39,474-85.6% | $14,616-61.1% |
| Participant deferral / active EE | $0 | $197-100.0% | $135-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $10,161-100.0% | $4,137-100.0% |