Filed January 30, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $246,520 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INVESTMENT LCV Service code 28 111 HUNTINGTON AVE · BOSTON, MA 02116 | Investment Management | $10,236 |
Filed as: TCW LCG Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $9,652 |
INVESCO2+ years Filed as: AIM INT GRO Service code 28 1555 PEACHTREE ST NE · ATLANTA, GA 30309 | Investment Management | $9,363 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD INTL SELECT Service code 28 30 ROCKERFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $9,242 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE MCV Service code 28 301 S COLLEGE ST · CHARLOTTE, NC 28202 | Investment Management | $7,379 |
BAIRD INSURANCE SERVICES INC2+ years Filed as: BAIRD MCG Service code 28 4720 PIEDMONT ROW DR · CHARLOTTE, NC 28210 | Investment Management | $7,151 |
FULLER & THALER ASSET MANAGEMENT2+ years Filed as: FULLER & THALER Service code 28 411 BOREL AVE · SAN MATEO, CA 94402 | Investment Management | $5,872 |
APEX CAPITAL MANAGEMENT2+ years Filed as: APEX SCG Service code 28 10050 INNOVATION DR · DAYTON, OH 45342 | Investment Management | $2,519 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.27% | 5.13%+1.1pp | 4.74%+1.5pp | 7.18%-0.9pp |
| Employer contribution / active EE | $5,914 | $14,689-59.7% | $36,089-83.6% | $13,095-54.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |