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 BERMAN1 year Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 | Investment Management | $2,161,722 |
EDGEWOOD MANAGEMENT LLC4+ years Service code 28 · EIN 20-4044179 | Investment Management | $1,466,813 |
NUVEEN4+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 47-0875103 | Investment Management | $1,100,932 |
Service code 28 · EIN 20-8928015 | Investment Management | $805,261 |
ARIEL INVESTMENTS, LLC4+ years Service code 28 · EIN 02-0712418 | Investment Management | $506,142 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY LLC Service code 28 · EIN 26-4560299 | Investment Management | $453,104 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $393,560 |
COMPSIGHT, LLC2 years Service code 15 · EIN 47-3578822 | Recordkeeping | $280,388 |
LEVIN CAPITAL STRATEGIES, LP4+ years Service code 28 · EIN 87-0753486 | Investment Management | $261,576 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $191,161 |
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.33% | -4.58%+0.2pp | -2.18%-2.2pp | -1.95%-2.4pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $38,751-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |