Filed October 18, 2004 (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 |
|---|---|---|
SAGE ADVISORY SERVICES1 year Service code 28 · EIN 74-2798841 | Investment Management | $64,372 |
COMPASS 360, LLC1 year Filed as: COMPASS BANK Service code 28 PO BOX 10184 · BIRMINGHAM, AL 35202 | Investment Management | $63,686 |
FINDLEY1 year Filed as: FINDLEY DAVIES, INC. Service code 13 · EIN 34-1213174 | Contract Administrator | $42,185 |
Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $35,430 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $27,673 |
MONROE BANK & TRUST1 year Service code 28 · EIN 38-0847680 | Investment Management | $23,141 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $16,027 |
Filed as: GILMORE, JASION & MAHLER, LTD Service code 10 · EIN 34-1827159 | Accounting | $8,750 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $7,731 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON PORTFOLIO ADV. Service code 28 · EIN 94-2480161 | Investment Management | $5,990 |
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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 | $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 | 5.34% | 6.04%-0.7pp | 5.44%-0.1pp | 9.19%-3.9pp |
| Employer contribution / active EE | $1,876 | $12,925-85.5% | $25,481-92.6% | $12,608-85.1% |
| 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% |