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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 28 · EIN 04-3532603 | Investment Management | $563,339 |
RIDGEWORTH5+ years Filed as: SEIX ADVISORS Service code 28 · EIN 13-3673813 | Investment Management | $321,177 |
IVY FUNDS4 years Filed as: IVY INVESTMENT Service code 28 · EIN 48-1106973 | Investment Management | $273,558 |
MERCER5+ years Service code 16 · EIN 61-0736136 | Consulting | $169,618 |
WINSTON & STRAWN LLP2 years Filed as: WINSTON AND STRAWN LLP Service code 29 · EIN 36-1975990 | Legal | $76,530 |
COHNREZNICK LLP5+ years Service code 10 · EIN 22-1478099 | Accounting | $48,112 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INV ADVISERS Service code 28 · EIN 41-1533211 | Investment Management | $19,162 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $8,525 |
AMERICAN CENTURY5+ years Service code 28 · EIN 44-0619208 | Investment Management | $0 |
GOLDMAN SACHS1 year Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,910 | $116,243-10.6% | $91,994+13.0% | $89,609+16.0% |
| Participation rate | 96.0% | 84.8%+11.2pp | 78.6%+17.4pp | 69.6%+26.4pp |
| Annual return | 23.55% | 23.75%-0.2pp | 69.04%-45.5pp | 33.65%-10.1pp |
| Employer contribution / active EE | $3,496 | $3,226+8.4% | $3,453+1.3% | $2,584+35.3% |
| Participant deferral / active EE | $7,211 | $7,519-4.1% | $5,924+21.7% | $4,222+70.8% |
| Admin fee / account holder | $115 | $82+40.2% | $7,744-98.5% | $72+61.0% |