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 |
|---|---|---|
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 49 · EIN 36-3608252 | Other Services | $738,859 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 28 · EIN 04-3532603 | Investment Management | $547,713 |
RIDGEWORTH6+ years Filed as: SEIX ADVISORS Service code 28 · EIN 13-3673813 | Investment Management | $354,043 |
MERCER6+ years Service code 16 · EIN 61-0736136 | Consulting | $217,324 |
WINSTON & STRAWN LLP3 years Filed as: WINSTON AND STRAWN LLP Service code 29 · EIN 36-1975990 | Legal | $79,967 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INV ADVISERS Service code 28 · EIN 41-1533211 | Investment Management | $54,672 |
COHNREZNICK LLP6+ years Service code 10 · EIN 22-1478099 | Accounting | $25,367 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $6,050 |
AMERICAN CENTURY6+ years Service code 28 · EIN 44-0640487 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,110 | $139,618-12.5% | $100,535+21.5% | $106,273+14.9% |
| Participation rate | 96.3% | 83.2%+13.1pp | 79.4%+16.9pp | 70.8%+25.5pp |
| Annual return | 15.33% | 22.24%-6.9pp | 30.90%-15.6pp | 21.70%-6.4pp |
| Employer contribution / active EE | $4,234 | $3,379+25.3% | $3,419+23.9% | $2,722+55.5% |
| Participant deferral / active EE | $7,597 | $8,459-10.2% | $6,271+21.1% | $4,601+65.1% |
| Admin fee / account holder | $116 | $91+27.2% | $8,085-98.6% | $78+47.4% |