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 | $186,623 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $105,299 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $55,407 |
PYRFORD INTERNATIONAL LTD3+ years Filed as: PYRFORD INTERNATIONAL LTD. Service code 51 · EIN 98-0651721 | Investment Mgmt Fees | $53,762 |
CONESTOGA CAPITAL ADVISORS, LLC3+ years Filed as: CONESTOGA CAPITAL ADVISORS Service code 51 · EIN 23-3072906 | Investment Mgmt Fees | $38,650 |
INTEGRITY ASSET MANAGEMENT3+ years Service code 51 · EIN 86-1063006 | Investment Mgmt Fees | $35,535 |
EVANSTON3+ years Filed as: EVANSTON CAPITAL MANAGEMENT, LLC Service code 52 · EIN 98-0464288 | Indirect Investment Fees | $0 |
FINTAN PARTNERS LLC3+ years Filed as: FINTAN PARTNERS Service code 52 · EIN 20-2379035 | Indirect Investment Fees | $0 |
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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 13.09% | 12.52%+0.6pp | 9.39%+3.7pp | 23.90%-10.8pp |
| Employer contribution / active EE | $35,340 | $13,977+152.8% | $33,466+5.6% | $16,539+113.7% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |