Filed May 2, 2005 (most recent of 2 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 |
|---|---|---|
NEUBERGER BERMAN7 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 | Investment Management | $3,523,455 |
EDGEWOOD MANAGEMENT LLC10+ years Service code 28 · EIN 20-4044179 | Investment Management | $3,220,700 |
NUVEEN4 years Filed as: NUVEEN ASSET MANAGEMENT, LLC Service code 28 · EIN 27-4357327 | Investment Management | $1,889,005 |
ARIEL INVESTMENTS, LLC10+ years Service code 28 · EIN 02-0712418 | Investment Management | $694,164 |
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $645,493 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $563,163 |
KAHN BROTHERS ADVISORS, LLC7 years Service code 28 · EIN 20-8928015 | Investment Management | $455,921 |
Filed as: EASTERLY INVESTMENT PARTNERS, LLC Service code 28 · EIN 83-2400656 | Investment Management | $408,479 |
Service code 29 · EIN 41-0244008 | Legal | $268,189 |
DWS FUNDS7 years Filed as: DWS INVESTMENT MANAGEMENT AMERICAS Service code 28 · EIN 13-3241232 | Investment Management | $262,431 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.88% | 8.85%+1.0pp | 9.17%+0.7pp | 8.85%+1.0pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $40,523-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |