Filed March 21, 2006 (most recent of 2 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 |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $401,274 |
LAZZARD ASSET MGMT , LLC1+ years Service code 28 · EIN 05-0530199 | Investment Management | $365,234 |
Filed as: GUGGENHEIM REAL ESTATE Service code 28 · EIN 03-6082152 | Investment Management | $259,746 |
BLACKROCK1+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $230,520 |
INTEGRITY ASSET MANAGEMENT1+ years Service code 28 · EIN 86-1063006 | Investment Management | $225,858 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $205,589 |
LPL FINANCIAL1+ years Filed as: WADDELL AND REED ASSET MGMT GROUP Service code 28 · EIN 48-1106973 | Investment Management | $175,410 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $91,957 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $86,887 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $83,094 |
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Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.94% | 3.11%-6.1pp | -2.01%-0.9pp | 3.11%-6.1pp |
| Employer contribution / active EE | $4,833 | $9,361-48.4% | $34,453-86.0% | $9,361-48.4% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |