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 COMPANY9+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $3,078,007 |
VICTORY7 years Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 | Investment Management | $2,341,300 |
BLACKROCK9+ years Filed as: BLACKROCK INST TR COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $1,316,309 |
ARTISAN PARTNERS9+ years Filed as: ARTISAN PARTNERS LTD. PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $1,089,534 |
DIAMOND HILL7 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $993,037 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $953,171 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $933,787 |
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $920,167 |
HARDING LOEVNER LP7 years Service code 28 · EIN 27-0684167 | Investment Management | $883,763 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2740355 | Investment Management | $824,191 |
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 | $237,523 | $135,240+75.6% | $170,055+39.7% | $96,393+146.4% |
| Participation rate | 98.1% | 86.5%+11.6pp | 87.0%+11.1pp | 71.3%+26.9pp |
| Annual return | 18.96% | 22.04%-3.1pp | 53.43%-34.5pp | 22.88%-3.9pp |
| Employer contribution / active EE | $8,907 | $5,029+77.1% | $6,790+31.2% | $3,239+175.0% |
| Participant deferral / active EE | $14,899 | $8,138+83.1% | $10,410+43.1% | $5,455+173.1% |
| Admin fee / account holder | $310 | $85+265.1% | $12,828-97.6% | $74+319.6% |