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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $457,659 |
LODGE HILL CAPITAL2+ years Service code 28 · EIN 45-3264814 | Investment Management | $272,318 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $177,002 |
JANUS HENDERSON2+ years Filed as: JANUS Service code 28 · EIN 84-0765359 | Investment Management | $168,642 |
Filed as: ATLANTIC INVESTMENT MANAGEMENT, INC Service code 28 · EIN 13-3482911 | Investment Management | $126,430 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-2614959 | Bank Trustee | $100,394 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $87,893 |
D. F. DENT & COMPANY, INC.2+ years Filed as: D.F. DENT & CO. Service code 28 · EIN 52-1045317 | Investment Management | $87,728 |
Filed as: BRANDYWINE GLOBAL MGMT Service code 28 · EIN 51-0412248 | Investment Management | $71,231 |
Filed as: TCW METWEST Service code 28 · EIN 95-2749628 | Investment Management | $67,385 |
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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 | $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 | 4.04% | 6.04%-2.0pp | 5.44%-1.4pp | 9.19%-5.2pp |
| Employer contribution / active EE | $42,955 | $12,925+232.4% | $25,481+68.6% | $12,608+240.7% |
| 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% |