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 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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% |