Filed February 7, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $2,732,333 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $1,286,459 |
MAVERICK CAPITAL LTD3+ years Service code 28 300 CRESCENT COURT · DALLAS, TX 75201 | Investment Management | $1,176,975 |
BLACKROCK3+ years Filed as: BLACKROCK INST TR COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $909,268 |
VICTORY1 year Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 | Investment Management | $895,484 |
HARDING LOEVNER LP1 year Service code 28 · EIN 27-0684167 | Investment Management | $802,304 |
ARTISAN PARTNERS3+ years Filed as: ARTISAN PARTNERS LTD. PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $723,771 |
GENESIS ASSET MANAGERS LLP3+ years Filed as: GENESIS ASSET MANAGERS LP Service code 28 | Investment Management | $697,804 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $630,083 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $605,383 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,916 | $112,134+100.6% | $149,716+50.2% | $80,976+177.8% |
| Participation rate | 93.8% | 87.3%+6.5pp | 87.1%+6.7pp | 68.3%+25.5pp |
| Annual return | 15.00% | 17.23%-2.2pp | 1501.67%-1486.7pp | 22.91%-7.9pp |
| Employer contribution / active EE | $6,302 | $3,991+57.9% | $5,444+15.8% | $2,402+162.3% |
| Participant deferral / active EE | $11,075 | $6,036+83.5% | $6,568+68.6% | $3,848+187.8% |
| Admin fee / account holder | $376 | $109+244.6% | $11,282-96.7% | $67+457.8% |