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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARROW, HANLEY, MEHWINNEY & STRAUSS Service code 51 · EIN 75-2403190 | Investment Mgmt Fees | $170,971 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $107,015 |
PYRFORD INTERNATIONAL LTD2+ years Filed as: PYRFORD INTERNATIONAL LTD. Service code 51 · EIN 98-0651721 | Investment Mgmt Fees | $51,797 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $51,193 |
CONESTOGA CAPITAL ADVISORS, LLC2+ years Filed as: CONESTOGA CAPITAL ADVISORS Service code 51 · EIN 23-3072906 | Investment Mgmt Fees | $42,898 |
INTEGRITY ASSET MANAGEMENT2+ years Service code 51 · EIN 86-1063006 | Investment Mgmt Fees | $41,027 |
FINTAN PARTNERS LLC2+ years Filed as: FINTAN PARTNERS Service code 52 · EIN 20-2379035 | Indirect Investment Fees | $40,836 |
EVANSTON2+ years Filed as: EVANSTON CAPITAL MANAGEMENT, LLC Service code 52 · EIN 98-0464288 | Indirect Investment Fees | $34,362 |
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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 9.54% | 4.82%+4.7pp | 3.97%+5.6pp | 7.18%+2.4pp |
| Employer contribution / active EE | $13,942 | $12,725+9.6% | $28,168-50.5% | $13,095+6.5% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |