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 Filed as: AMERICAN CENTURY SMALL CAP Service code 51 · EIN 30-6406015 | Investment Mgmt Fees | $1,615,150 |
COLUMBIA5 years Filed as: COLUMBIA MANAGEMENT INV ADVISERS Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $1,316,388 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 51 · EIN 04-3532603 | Investment Mgmt Fees | $573,104 |
NORTHERN TRUST COMPANY2 years Service code 25 · EIN 36-1561860 | Directed Trustee | $317,171 |
RIDGEWORTH9+ years Filed as: SEIX ADVISORS Service code 51 · EIN 13-3673813 | Investment Mgmt Fees | $280,998 |
MERCER9+ years Service code 17 · EIN 61-0736136 | Pension Consulting | $201,455 |
WINSTON & STRAWN LLP6 years Filed as: WINSTON AND STRAWN LLP Service code 29 · EIN 36-1975990 | Legal | $56,677 |
COHNREZNICK LLP9+ years Service code 10 · EIN 22-1478099 | Accounting | $50,725 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 14 · EIN 52-1883918 | Plan Administrator | $14,500 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE NATIONAL Service code 24 · EIN 13-4994650 | Discretionary Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,409 | $141,418-2.8% | $94,677+45.1% | $96,393+42.5% |
| Participation rate | 81.4% | 86.8%-5.4pp | 80.8%+0.6pp | 71.3%+10.1pp |
| Annual return | 17.72% | 21.96%-4.2pp | 156.95%-139.2pp | 22.88%-5.2pp |
| Employer contribution / active EE | $5,328 | $4,361+22.2% | $3,673+45.1% | $3,239+64.5% |
| Participant deferral / active EE | $9,823 | $10,695-8.2% | $7,418+32.4% | $5,455+80.1% |
| Admin fee / account holder | $95 | $82+15.5% | $7,222-98.7% | $74+28.8% |