Filed November 1, 2005 (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 |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 13 · EIN 94-1687665 | Contract Administrator | $286,802 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $113,755 |
COLUMBIA5 years Filed as: COLUMBIA MANAGEMENT Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $11,185 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & CO Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $2,437 |
MFS INVESTMENT MANAGEMENT5 years Service code 28 111 HUNTINGTON AVE · BOSTON, MA 02199 | Investment Management | $2,179 |
CAMBIAR INVESTORS LLC5 years Filed as: CAMBIAR INVESTORS Service code 28 200 COLUMBINE ST 800 · DENVER, CO 80206 | Investment Management | $1,495 |
Filed as: SCHRODER INVESTMENT MGT Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $1,342 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD ASSET MANAGEMENT Service code 28 PO BOX 701 · MILWAUKEE, WI 532010701 | Investment Management | $957 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 21.52% | 9.72%+11.8pp | 10.75%+10.8pp | 13.24%+8.3pp |
| Employer contribution / active EE | $6,051 | $10,988-44.9% | $35,170-82.8% | $14,616-58.6% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |