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 |
|---|---|---|
Service code 51 · EIN 75-2403190 | Investment Mgmt Fees | $191,751 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $133,096 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $57,843 |
PYRFORD INTERNATIONAL LTD4+ years Filed as: PYRFORD INTERNATIONAL LTD. Service code 51 · EIN 98-0651721 | Investment Mgmt Fees | $43,129 |
INTEGRITY ASSET MANAGEMENT4+ years Service code 51 · EIN 86-1063006 | Investment Mgmt Fees | $34,502 |
CONESTOGA CAPITAL ADVISORS, LLC4+ years Filed as: CONESTOGA CAPITAL ADVISORS Service code 51 · EIN 23-3072906 | Investment Mgmt Fees | $33,578 |
EVANSTON4+ years Filed as: EVANSTON CAPITAL MANAGEMENT, LLC Service code 52 · EIN 98-0464288 | Indirect Investment Fees | $0 |
FINTAN PARTNERS LLC4+ years Filed as: FINTAN PARTNERS Service code 52 · EIN 20-2379035 | Indirect Investment Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -4.25% | -1.84%-2.4pp | -0.67%-3.6pp | 0.19%-4.4pp |
| Employer contribution / active EE | $0 | $15,717-100.0% | $31,731-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |