Filed November 22, 2008
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.
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| Provider | Service type | Compensation |
|---|---|---|
ADAGE4+ years Service code 28 · EIN 04-3559355 | Investment Management | $306,008 |
KENNEDY CAPITAL MANAGEMENT4+ years Service code 28 · EIN 43-1225960 | Investment Management | $194,156 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $190,742 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $104,594 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $78,436 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 04-3831795 | Advisory (Plan) | $62,500 |
SEGALL BRYANT & HAMILL1 year Service code 28 · EIN 41-1788385 | Investment Management | $38,248 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $32,808 |
DENVER INVESTMENTS4+ years Filed as: DENVER INVESTMENT ADVISORS Service code 28 · EIN 84-1284659 | Investment Management | $25,490 |
WISS & COMPANY, LLP2 years Service code 10 · EIN 22-1732349 | Accounting | $21,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -6.67% | -2.48%-4.2pp | -102.04%+95.4pp | 0.19%-6.9pp |
| Employer contribution / active EE | $7,561 | $7,648-1.1% | $36,232-79.1% | $13,763-45.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |