Filed October 18, 2004
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 |
|---|---|---|
PENTEGRA SERVICES, INC.6+ years Service code 13 · EIN 13-3745616 | Contract Administrator | $21,470,009 |
GLOBAL RISK MANAGEMENT4 years Service code 34 · EIN 26-3967537 | Valuation (appraisals, etc.) | $395,007 |
ARIEL INVESTMENTS, LLC4 years Filed as: ARIEL INVESTMENTS Service code 51 · EIN 02-0712418 | Investment Mgmt Fees | $386,610 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $277,747 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 04-1867445 | Soft dollars commissions; Other fees;... | $228,402 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 21 · EIN 94-3112180 | Bank Trustee | $195,227 |
Service code 28 · EIN 98-1229733 | Investment Management | $169,412 |
NUVEEN1 year Filed as: NUVEEN US CITIES INDUSTRIAL FUND LP Service code 28 · EIN 36-4932527 | Investment Management | $165,362 |
EZE CASTLE SOFTWARE LLC3 years Service code 34 · EIN 06-1169696 | Valuation (appraisals, etc.) | $140,168 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $115,000 |
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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 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 19.21% | 19.39%-0.2pp | 8.95%+10.3pp | 19.39%-0.2pp |
| Employer contribution / active EE | $31,114 | $8,446+268.4% | $46,559-33.2% | $8,446+268.4% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |