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.
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 250 WASHINGTON AVENUE EXTENSION · ALBANY, NY 12203 | Actuarial | $506,833 |
CONNING, INC.5+ years Service code 28 · EIN 43-1719355 ONE FINANCIAL PLAZA · HARTFORD, CT 061032627 | Investment Management | $351,218 |
EDGEWOOD MANAGEMENT LLC5+ years Service code 28 · EIN 20-4044179 535 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $208,202 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 80-0175963 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $139,174 |
VAN BERKOM & ASSOCIATES5+ years Service code 28 | Investment Management | $122,433 |
VICTORY5+ years Filed as: VICTORY CAPITAL MGMT KEY TRUST CO Service code 21 · EIN 34-6542451 REVENUE ADMINISTRATION · CLEVELAND, OH 44194 | Bank Trustee | $122,170 |
SANDERSON ASSET MANAGEMENT5+ years Service code 28 · EIN 13-4169008 250 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $121,623 |
Service code 28 AEW CAPITAL MGMT INC · BOSTON, MA 02210 | Investment Management | $46,980 |
ACCUPRINT1 year Service code 49 · EIN 14-1750613 2005 WESTERN AVE · ALBANY, NY 12203 | Other Services | $26,029 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 90 STATE HOUSE SQUARE 10TH FLOOR · HARTFORD, CT 061033702 | Accounting | $20,349 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 6.36% | 45.95%-39.6pp | 10.75%-4.4pp | 19.39%-13.0pp |
| Employer contribution / active EE | $0 | $4,551-100.0% | $35,170-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |