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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 19 · EIN 13-3200244 | Securities Custodian | $2,013,027 |
AMERICAN CENTURY1+ years Service code 28 · EIN 44-0619208 | Investment Management | $1,571,127 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT ADVISORS LLC Service code 28 · EIN 94-1687665 | Investment Management | $935,698 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 04-3532603 | Investment Management | $933,562 |
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 58-1022504 | Investment Management | $792,878 |
RIDGEWORTH1+ years Filed as: SEIX ADVISORS Service code 28 · EIN 13-3673813 | Investment Management | $362,626 |
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $328,861 |
LPL FINANCIAL1+ years Filed as: WADDELL AND REED Service code 28 · EIN 48-1106973 | Investment Management | $226,316 |
MERCER1+ years Service code 16 · EIN 61-0736136 | Consulting | $156,676 |
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE TRUST CO. Service code 28 · EIN 26-4691954 | Investment Management | $80,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,660 | $85,590+3.6% | $73,309+20.9% | $69,651+27.3% |
| Participation rate | 96.3% | 78.5%+17.9pp | 74.9%+21.4pp | 66.6%+29.8pp |
| Annual return | 0.28% | 29.41%-29.1pp | 5.67%-5.4pp | 53.77%-53.5pp |
| Employer contribution / active EE | $2,637 | $2,537+4.0% | $3,237-18.5% | $2,241+17.7% |
| Participant deferral / active EE | $7,335 | $5,237+40.1% | $4,991+47.0% | $3,635+101.8% |
| Admin fee / account holder | $194 | $72+169.5% | $5,635-96.6% | $63+207.0% |