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.
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $2,879,073 |
VICTORY2 years Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 | Investment Management | $1,893,730 |
MAVERICK CAPITAL LTD4+ years Service code 28 1900 N. PEARL STREET, 20TH FLOOR · DALLAS, TX 75201 | Investment Management | $1,303,992 |
BLACKROCK4+ years Filed as: BLACKROCK INST TR COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $1,067,502 |
DIAMOND HILL2 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $1,064,901 |
HARDING LOEVNER LP2 years Service code 28 · EIN 27-0684167 | Investment Management | $918,178 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2740355 | Investment Management | $900,253 |
ARTISAN PARTNERS4+ years Filed as: ARTISAN PARTNERS LTD. PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $813,164 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $766,498 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $739,239 |
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 | $196,382 | $96,381+103.8% | $140,019+40.3% | $73,367+167.7% |
| Participation rate | 92.6% | 90.1%+2.5pp | 87.5%+5.1pp | 69.5%+23.1pp |
| Annual return | -5.86% | -4.30%-1.6pp | 651.19%-657.0pp | 173.45%-179.3pp |
| Employer contribution / active EE | $5,956 | $4,168+42.9% | $5,605+6.3% | $2,499+138.4% |
| Participant deferral / active EE | $11,085 | $6,186+79.2% | $6,927+60.0% | $4,033+174.9% |
| Admin fee / account holder | $494 | $100+394.6% | $10,705-95.4% | $68+622.5% |