Filed April 26, 2006 (most recent of 4 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $1,401,409 |
Filed as: KENNEDY CAPITAL MANAGEMENT, INC Service code 51 · EIN 43-1225960 | Investment Mgmt Fees | $523,657 |
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 49 · EIN 20-1932099 | Other Services | $489,380 |
PYFORD INTERNATIONAL PLC2+ years Service code 51 · EIN 13-3634866 | Investment Mgmt Fees | $462,191 |
SHENKMAN CAPITAL MANAGEMENT2+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 51 · EIN 13-3280361 | Investment Mgmt Fees | $446,548 |
BAILLIE GIFFORD OVERSEAS LTD2+ years Filed as: BALLIE GIFFORD Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $421,930 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Other fees; Investment management fee... | $275,152 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIALS INC Service code 28 · EIN 13-3806991 | Investment Management | $219,628 |
LCG ASSOCIATES, INC.2+ years Service code 70 · EIN 75-1680350 | Consulting Fees | $161,600 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $133,597 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 17.36% | 13.46%+3.9pp | 9.39%+8.0pp | 17.84%-0.5pp |
| Employer contribution / active EE | $7,728 | $16,846-54.1% | $33,466-76.9% | $14,688-47.4% |
| Participant deferral / active EE | $1,198 | $2,459-51.3% | $657+82.2% | $770+55.6% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |