Filed January 18, 2001 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY SMALL CAP Service code 51 · EIN 30-6406015 | Investment Mgmt Fees | $1,792,972 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY NA Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $1,568,883 |
COLUMBIA6 years Filed as: COLUMBIA MANAGEMENT INV ADVISERS Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $1,389,500 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 51 · EIN 20-4659714 | Investment Mgmt Fees | $641,972 |
RIDGEWORTH10+ years Filed as: SEIX ADVISORS Service code 51 · EIN 13-3673813 | Investment Mgmt Fees | $274,438 |
NORTHERN TRUST COMPANY3 years Service code 25 · EIN 36-1561860 | Directed Trustee | $242,177 |
MERCER10+ years Service code 16 · EIN 61-0736136 | Consulting | $220,564 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST SHORT-TERM INVESTMEN Service code 51 · EIN 45-6138589 | Investment Mgmt Fees | $63,830 |
WINSTON & STRAWN LLP7 years Filed as: WINSTON AND STRAWN LLP Service code 29 · EIN 36-1975990 | Legal | $35,822 |
COHNREZNICK LLP10+ years Service code 10 · EIN 22-1478099 | Accounting | $30,175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,321 | $167,668-3.2% | $100,415+61.7% | $106,553+52.3% |
| Participation rate | 95.6% | 87.6%+8.1pp | 81.5%+14.1pp | 69.8%+25.8pp |
| Annual return | 14.66% | 18.33%-3.7pp | 49.47%-34.8pp | 17.37%-2.7pp |
| Employer contribution / active EE | $5,541 | $4,908+12.9% | $3,943+40.5% | $3,359+65.0% |
| Participant deferral / active EE | $10,260 | $11,427-10.2% | $8,091+26.8% | $5,562+84.4% |
| Admin fee / account holder | $105 | $94+12.1% | $7,906-98.7% | $80+32.1% |