Filed May 10, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $406,960 |
LODGE HILL CAPITAL2+ years Service code 28 · EIN 45-3264814 | Investment Management | $172,884 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $113,600 |
JANUS HENDERSON2+ years Filed as: JANUS Service code 28 · EIN 84-0765359 | Investment Management | $104,295 |
Filed as: ATLANTIC INVESTMENT MANAGEMENT, INC Service code 28 · EIN 13-3482911 | Investment Management | $80,616 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-2614959 | Bank Trustee | $66,026 |
D. F. DENT & COMPANY, INC.2+ years Filed as: D.F. DENT & CO. Service code 28 · EIN 52-1045317 | Investment Management | $56,483 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $56,389 |
Filed as: BRANDYWINE GLOBAL MGMT Service code 28 · EIN 51-0412248 | Investment Management | $45,368 |
Filed as: TCW METWEST Service code 28 · EIN 95-2749628 | Investment Management | $42,826 |
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 3.74% | 6.04%-2.3pp | 5.44%-1.7pp | 9.19%-5.5pp |
| Employer contribution / active EE | $19,796 | $12,925+53.2% | $25,481-22.3% | $12,608+57.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |