Filed July 26, 2006 (most recent of 4 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 |
|---|---|---|
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $906,576 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL MANAGEMENT CO, LLC Service code 68 · EIN 58-2236910 | Securities brokerage commissions and ... | $559,036 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $469,315 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $422,641 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $336,755 |
ASSURANT INC1+ years Service code 35 · EIN 39-1126612 | Other fees; Employee (plan sponsor); ... | $218,462 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $202,543 |
MORNEAU SHEPELL1+ years Service code 16 · EIN 45-4303723 | Consulting | $50,969 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,522-100.0% | $177,167-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 11.8%-11.8pp | 9.2%-9.2pp |
| Annual return | -0.30% | -0.08%-0.2pp | -2.52%+2.2pp | -0.08%-0.2pp |
| Employer contribution / active EE | $1,049 | $7,991-86.9% | $82,375-98.7% | $7,991-86.9% |
| Participant deferral / active EE | $0 | $325-100.0% | $201-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $1,917-100.0% | $275-100.0% |