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.
| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 14 · EIN 26-1603738 | Plan Administrator | $3,268,658 |
Service code 24 · EIN 13-4994650 | Discretionary Trustee | $2,648,725 |
FRONTIER CAPITAL MANAGEMENT9+ years Service code 28 · EIN 04-3492668 | Investment Management | $1,786,185 |
PEREGRINE CAPITAL MANAGEMENT9+ years Service code 51 · EIN 41-6527136 | Investment Mgmt Fees | $1,717,599 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 | Investment Management | $1,689,730 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES GROUP Service code 28 · EIN 04-3200030 | Investment Management | $1,604,475 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 20 · EIN 52-6257033 | Trustee (bank, trust company, or simi... | $1,539,698 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS INSTITUTIONAL ADVISORS INC Service code 28 · EIN 04-3247425 | Investment Management | $1,419,426 |
GLOBEFLEX CAPITAL LP7 years Filed as: GLOBEFLEX CAPITAL, LP Service code 51 · EIN 33-0597629 | Investment Mgmt Fees | $1,401,047 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF ADVISORS Service code 28 · EIN 13-3855629 | Investment Management | $1,245,522 |
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 13.71% | 9.90%+3.8pp | 12.68%+1.0pp | 13.18%+0.5pp |
| Employer contribution / active EE | $6,415 | $7,519-14.7% | $41,626-84.6% | $8,469-24.2% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |