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 CENTURY3+ years Service code 28 · EIN 44-0619208 | Investment Management | $1,918,395 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT ADVISORS LLC Service code 28 · EIN 94-1687665 | Investment Management | $1,108,414 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 19 · EIN 13-3200244 | Securities Custodian | $1,071,608 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 28 · EIN 04-3532603 | Investment Management | $970,336 |
IVY FUNDS2 years Filed as: IVY INVESTMENT Service code 28 · EIN 48-1106973 | Investment Management | $963,838 |
RIDGEWORTH3+ years Filed as: SEIX ADVISORS Service code 28 · EIN 13-3673813 | Investment Management | $449,790 |
MERCER3+ years Service code 16 · EIN 61-0736136 | Consulting | $154,868 |
COHNREZNICK LLP3+ years Service code 10 · EIN 22-1478099 | Accounting | $66,750 |
MCDERMOTT WILL & EMERY LLP3+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $62,443 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-3608252 | Investment Management | $30,557 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,103 | $104,862-1.7% | $90,161+14.4% | $80,976+27.3% |
| Participation rate | 95.6% | 78.9%+16.6pp | 76.9%+18.7pp | 68.3%+27.3pp |
| Annual return | 17.56% | 20.18%-2.6pp | 34.89%-17.3pp | 22.91%-5.4pp |
| Employer contribution / active EE | $3,018 | $2,724+10.8% | $3,318-9.0% | $2,402+25.6% |
| Participant deferral / active EE | $6,591 | $6,098+8.1% | $5,287+24.7% | $3,848+71.3% |
| Admin fee / account holder | $160 | $76+110.1% | $5,943-97.3% | $67+137.6% |