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 CENTURY2+ years Service code 28 · EIN 44-0619208 | Investment Management | $1,578,345 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT ADVISORS LLC Service code 28 · EIN 94-1687665 | Investment Management | $983,432 |
IVY FUNDS1 year Filed as: IVY INVESTMENT Service code 28 · EIN 48-1106973 | Investment Management | $867,924 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 28 · EIN 04-3532603 | Investment Management | $838,048 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 19 · EIN 13-3200244 | Securities Custodian | $658,658 |
RIDGEWORTH2+ years Filed as: SEIX ADVISORS Service code 28 · EIN 13-3673813 | Investment Management | $365,640 |
MERCER2+ years Service code 16 · EIN 61-0736136 | Consulting | $177,087 |
MCDERMOTT WILL & EMERY LLP2+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $73,920 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-3608252 | Investment Management | $28,352 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $24,320 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,862 | $86,496+6.2% | $80,977+13.4% | $329,111-72.1% |
| Participation rate | 95.7% | 80.0%+15.8pp | 75.8%+19.9pp | 67.9%+27.9pp |
| Annual return | 8.93% | 20.13%-11.2pp | 17.11%-8.2pp | 16.35%-7.4pp |
| Employer contribution / active EE | $2,752 | $2,395+14.9% | $3,715-25.9% | $2,303+19.5% |
| Participant deferral / active EE | $6,506 | $5,350+21.6% | $5,696+14.2% | $3,682+76.7% |
| Admin fee / account holder | $138 | $69+98.7% | $5,517-97.5% | $754-81.7% |