Filed October 18, 2004 (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 |
|---|---|---|
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST COMPANY Service code 19 · EIN 23-3060382 | Securities Custodian | $86,463 |
BLACKROCK2+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
CAMBIAR INVESTORS LLC1 year Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
DIAMOND HILL2+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
FEDERATED2+ years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LSV ASSET MANAGEMENT2+ years Service code 28 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 36-3145972 | Investment Management | $0 |
OBERWEIS ASSET MANAGEMENT INC2+ years Service code 28 3333 WARRENVILLE ROAD, SUITE 500 · LISLE, IL 60532 | Investment Management | $0 |
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 | $53,031 | $36,916+43.7% | $156,552-66.1% | $57,658-8.0% |
| Participation rate | 93.1% | 63.4%+29.7pp | 84.0%+9.1pp | 70.2%+22.9pp |
| Annual return | 5.67% | 12.38%-6.7pp | 32.23%-26.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $4,281 | $1,571+172.6% | $5,501-22.2% | $1,974+116.9% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $116 | $82+40.7% | $13,028-99.1% | $95+22.8% |