Filed October 18, 2004
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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 14 · EIN 26-1603738 | Plan Administrator | $2,980,545 |
Service code 24 · EIN 13-4994650 | Discretionary Trustee | $2,253,805 |
PEREGRINE CAPITAL MANAGEMENT10+ years Service code 51 · EIN 41-6527136 | Investment Mgmt Fees | $1,924,862 |
FRONTIER CAPITAL MANAGEMENT10+ years Service code 28 · EIN 04-3492668 | Investment Management | $1,895,267 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 | Investment Management | $1,852,613 |
ALGER5 years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $1,593,609 |
WEDGE CAPITAL MANAGEMENT8 years Service code 28 · EIN 56-1557450 | Investment Management | $1,429,185 |
GLOBEFLEX CAPITAL LP8 years Filed as: GLOBEFLEX CAPITAL, LP Service code 51 · EIN 33-0597629 | Investment Mgmt Fees | $1,366,546 |
LOOMIS SAYLES9 years Filed as: LOOMIS SAYLES GROUP Service code 28 · EIN 04-3200030 | Investment Management | $1,339,251 |
SIGULER GUFF ADVISERS, LLC3 years Filed as: SIGULER GUFF ADVISORS Service code 28 · EIN 13-3855629 | Investment Management | $1,252,331 |
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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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.59% | 8.85%+2.7pp | 9.14%+2.4pp | 8.85%+2.7pp |
| Employer contribution / active EE | $6,786 | $8,529-20.4% | $40,523-83.3% | $8,529-20.4% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |