Filed April 14, 2006 (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 |
|---|---|---|
GARDNER RUSSO1+ years Filed as: GARDNER RUSSO & GARDNER Service code 28 · EIN 23-2673088 | Investment Management | $181,826 |
Filed as: DALTON GREINER HARTMAN MAHER & CO. Service code 27 · EIN 59-3418454 | Advisory (Plan) | $70,822 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $57,301 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $51,711 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 13-2631108 | Investment Management | $11,816 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 0.36% | 4.01%-3.7pp | -2.01%+2.4pp | 1.67%-1.3pp |
| Employer contribution / active EE | $1,711 | $6,352-73.1% | $34,453-95.0% | $10,506-83.7% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |