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 COMPANY7+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $3,528,472 |
VICTORY5 years Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 | Investment Management | $2,084,736 |
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,981,697 |
ARTISAN PARTNERS7+ years Filed as: ARTISAN PARTNERS LTD. PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $1,535,033 |
BLACKROCK7+ years Filed as: BLACKROCK INST TR COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $1,452,014 |
HARDING LOEVNER LP5 years Service code 28 · EIN 27-0684167 | Investment Management | $1,073,437 |
DIAMOND HILL5 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $1,006,494 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2740355 | Investment Management | $866,246 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $806,461 |
MAVERICK CAPITAL LTD7+ years Service code 28 1900 N. PEARL STREET, 20TH FLOOR · DALLAS, TX 75201 | Investment Management | $747,054 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,479 | $143,889+88.0% | $189,534+42.7% | $106,520+153.9% |
| Participation rate | 91.6% | 89.1%+2.5pp | 87.8%+3.8pp | 71.3%+20.3pp |
| Annual return | 22.07% | 17.38%+4.7pp | 555.39%-533.3pp | 19.28%+2.8pp |
| Employer contribution / active EE | $6,357 | $4,416+43.9% | $6,162+3.1% | $2,840+123.8% |
| Participant deferral / active EE | $11,578 | $7,575+52.8% | $8,220+40.8% | $4,948+134.0% |
| Admin fee / account holder | $401 | $98+307.9% | $12,049-96.7% | $75+437.8% |