Filed January 3, 2007 (most recent of 5 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: JENSEN INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0978027 | Investment Management | $58,821 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT PARTNERS LTD Service code 28 · EIN 56-2475915 | Investment Management | $51,274 |
SANDERSON ASSET MANAGEMENT2+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4169008 | Investment Management | $48,680 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $48,378 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CO Service code 21 · EIN 36-1561860 | Bank Trustee | $36,609 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 28 · EIN 58-0513395 | Investment Management | $23,352 |
Filed as: MONDRIAN INVESTMENT GROUP(US) INC. Service code 28 · EIN 36-7205063 | Investment Management | $5,530 |
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Employer contribution per participant 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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 6.47% | 4.08%+2.4pp | 3.97%+2.5pp | 11.88%-5.4pp |
| Employer contribution / active EE | $5,280 | $19,692-73.2% | $28,168-81.3% | $14,612-63.9% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |