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 COMPANY5+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $2,817,368 |
VICTORY3 years Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 | Investment Management | $1,329,656 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $895,801 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $887,169 |
MAVERICK CAPITAL LTD5+ years Service code 28 1900 N. PEARL STREET, 20TH FLOOR · DALLAS, TX 75201 | Investment Management | $835,359 |
BLACKROCK5+ years Filed as: BLACKROCK INST TR COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $825,457 |
HARDING LOEVNER LP3 years Service code 28 · EIN 27-0684167 | Investment Management | $814,383 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $673,876 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2740355 | Investment Management | $671,136 |
ARTISAN PARTNERS5+ years Filed as: ARTISAN PARTNERS LTD. PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $653,258 |
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 | $225,148 | $121,259+85.7% | $162,185+38.8% | $89,609+151.3% |
| Participation rate | 93.5% | 90.0%+3.5pp | 87.6%+6.0pp | 69.6%+23.9pp |
| Annual return | 22.57% | 22.23%+0.3pp | 115.61%-93.0pp | 33.65%-11.1pp |
| Employer contribution / active EE | $6,153 | $4,435+38.7% | $5,613+9.6% | $2,584+138.1% |
| Participant deferral / active EE | $11,382 | $6,620+71.9% | $7,297+56.0% | $4,222+169.6% |
| Admin fee / account holder | $439 | $101+335.0% | $10,844-96.0% | $72+512.2% |