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 | $212,535 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $156,151 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Filed as: WESTERN ASSET MANAGEMENT Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $66,412 |
CONESTOGA CAPITAL ADVISORS, LLC7+ years Filed as: CONESTOGA CAPITAL ADVISORS Service code 51 · EIN 23-3072906 | Investment Mgmt Fees | $33,149 |
PYRFORD INTERNATIONAL LTD7+ years Filed as: PYRFORD INTERNATIONAL LTD. Service code 51 · EIN 98-0651721 | Investment Mgmt Fees | $32,717 |
INTEGRITY ASSET MANAGEMENT7+ years Service code 51 · EIN 86-1063006 | Investment Mgmt Fees | $32,187 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $151,098-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 3.6%-3.6pp |
| Annual return | 3.11% | 13.92%-10.8pp | 11.31%-8.2pp | 11.84%-8.7pp |
| Employer contribution / active EE | $21,097 | $18,856+11.9% | $35,729-41.0% | $17,339+21.7% |
| Participant deferral / active EE | $0 | $2,000-100.0% | $237-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $20,124-100.0% | $409-100.0% |