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 COMPANY6+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $3,296,734 |
MAVERICK CAPITAL LTD6+ years Service code 28 1900 N. PEARL STREET, 20TH FLOOR · DALLAS, TX 75201 | Investment Management | $2,804,403 |
VICTORY4 years Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 | Investment Management | $2,077,159 |
BLACKROCK6+ years Filed as: BLACKROCK INST TR COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $1,453,593 |
ARTISAN PARTNERS6+ years Filed as: ARTISAN PARTNERS LTD. PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $1,303,515 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,216,553 |
HARDING LOEVNER LP4 years Service code 28 · EIN 27-0684167 | Investment Management | $1,004,628 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2740355 | Investment Management | $978,824 |
DIAMOND HILL4 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $868,418 |
GENESIS ASSET MANAGERS LLP6+ years Filed as: GENESIS ASSET MANAGERS LP Service code 28 · EIN 98-1068927 | Investment Management | $776,061 |
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 | $248,854 | $139,268+78.7% | $177,839+39.9% | $106,273+134.2% |
| Participation rate | 94.6% | 91.6%+3.0pp | 87.7%+6.9pp | 70.8%+23.8pp |
| Annual return | 13.67% | 17.20%-3.5pp | 48.33%-34.7pp | 21.70%-8.0pp |
| Employer contribution / active EE | $6,329 | $4,832+31.0% | $5,919+6.9% | $2,722+132.5% |
| Participant deferral / active EE | $11,905 | $7,227+64.7% | $7,714+54.3% | $4,601+158.7% |
| Admin fee / account holder | $387 | $97+299.7% | $12,432-96.9% | $78+394.0% |