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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN LLC Service code 28 · EIN 02-0654486 | Investment Management | $1,489,412 |
EDGEWOOD MANAGEMENT LLC2+ years Service code 28 · EIN 20-4044179 | Investment Management | $942,668 |
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 47-0875103 | Investment Management | $842,322 |
KAHN BROTHERS ADVISORS, LLC2+ years Filed as: KAHN BROTHERS ADVISORS LLC Service code 28 · EIN 20-8928015 | Investment Management | $592,590 |
ARIEL INVESTMENTS, LLC2+ years Service code 28 · EIN 02-0712418 | Investment Management | $416,863 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $360,000 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $339,370 |
LEVIN CAPITAL STRATEGIES, LP2+ years Service code 28 · EIN 87-0753486 | Investment Management | $219,834 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $166,841 |
FACTSET RESEARCH SYSTEMS INC.2+ years Service code 28 · EIN 13-3362547 | Investment Management | $160,954 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 7.11% | 7.64%-0.5pp | 4.74%+2.4pp | 10.64%-3.5pp |
| Employer contribution / active EE | $7,659 | $7,500+2.1% | $36,089-78.8% | $11,561-33.7% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |