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 BERMAN2 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 | Investment Management | $2,184,017 |
EDGEWOOD MANAGEMENT LLC5+ years Service code 28 · EIN 20-4044179 | Investment Management | $1,661,570 |
NUVEEN5+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 47-0875103 | Investment Management | $1,072,806 |
KAHN BROTHERS ADVISORS, LLC2 years Service code 28 · EIN 20-8928015 | Investment Management | $764,384 |
ARIEL INVESTMENTS, LLC5+ years Service code 28 · EIN 02-0712418 | Investment Management | $487,242 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN ADVISORY LLC Service code 28 · EIN 26-4560299 | Investment Management | $463,946 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $409,847 |
Filed as: LEVIN EASTERLY PARTNERS LLC Service code 28 · EIN 83-2400656 | Investment Management | $259,821 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $197,404 |
AMERICAN FUNDS4 years Filed as: LEE MUNDER CAPITAL GROUP, LLC Service code 28 · EIN 27-0282607 | Investment Management | $182,216 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 18.21% | 18.43%-0.2pp | 14.64%+3.6pp | 24.48%-6.3pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $41,831-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |