Filed January 6, 2006 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CONNING, INC.3+ years Service code 28 · EIN 43-1719355 ONE FINANCIAL PLAZA · HARTFORD, CT 061032627 | Investment Management | $371,603 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 250 WASHINGTON AVENUE EXTENSION · ALBANY, NY 12203 | Actuarial | $306,571 |
EDGEWOOD MANAGEMENT LLC3+ years Service code 28 · EIN 20-4044179 535 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $116,180 |
VICTORY3+ years Filed as: VICTORY CAPITAL MGMT KEY TRUST CO Service code 21 · EIN 34-6542451 REVENUE ADMINISTRATION · CLEVELAND, OH 44194 | Bank Trustee | $114,174 |
SANDERSON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-4169008 250 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $99,661 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 80-0175963 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $96,910 |
VAN BERKOM & ASSOCIATES3+ years Service code 28 | Investment Management | $96,902 |
SOUND SHORE COMINGLED FUND3+ years Service code 28 · EIN 20-5797092 8 SOUND SHORE DRIVE · GREENWHICH, CT 06830 | Investment Management | $88,183 |
HISCOCK & BARCLAY, LLP3+ years Service code 29 · EIN 14-1298767 1100 MT CENTER · BUFFALO, NY 14203 | Legal | $43,887 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 75 STATE ST 13TH FLOOR · BOSTON, MA 021091827 | Accounting | $39,900 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 16.40% | 1023.85%-1007.4pp | 20.73%-4.3pp | 1023.85%-1007.4pp |
| Employer contribution / active EE | $1,024 | $11,605-91.2% | $36,503-97.2% | $11,605-91.2% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |