Filed October 17, 2006 (most recent of 3 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: BARROW, HANLEY, MEHWINNEY & STRAUSS Service code 51 · EIN 75-2403190 | Investment Mgmt Fees | $164,725 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $98,567 |
PYRFORD INTERNATIONAL LTD1+ years Filed as: PYRFORD INTERNATIONAL LTD. Service code 51 · EIN 98-0651721 | Investment Mgmt Fees | $52,889 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $51,018 |
INTEGRITY ASSET MANAGEMENT1+ years Service code 51 · EIN 86-1063006 | Investment Mgmt Fees | $40,730 |
CONESTOGA CAPITAL ADVISORS, LLC1+ years Filed as: CONESTOGA CAPITAL ADVISORS Service code 51 · EIN 23-3072906 | Investment Mgmt Fees | $39,520 |
EVANSTON1+ years Filed as: EVANSTON CAPITAL MANAGEMENT, LLC Service code 52 · EIN 98-0464288 | Indirect Investment Fees | $0 |
FINTAN PARTNERS LLC1+ years Filed as: FINTAN PARTNERS Service code 52 · EIN 20-2379035 | Indirect Investment Fees | $0 |
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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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -1.93% | -0.74%-1.2pp | -1.08%-0.8pp | -0.60%-1.3pp |
| Employer contribution / active EE | $8,146 | $12,555-35.1% | $35,779-77.2% | $12,272-33.6% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |