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 BERMAN3 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 | Investment Management | $2,237,138 |
EDGEWOOD MANAGEMENT LLC6+ years Service code 28 · EIN 20-4044179 | Investment Management | $2,110,768 |
NUVEEN6+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 47-0875103 | Investment Management | $902,090 |
KAHN BROTHERS ADVISORS, LLC6+ years Filed as: KAHN BROTHERS ADVISORS LLC Service code 28 · EIN 20-9828015 | Investment Management | $653,758 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN ADVISORY LLC Service code 28 · EIN 26-4560299 | Investment Management | $468,892 |
ARIEL INVESTMENTS, LLC6+ years Service code 28 · EIN 02-0712418 | Investment Management | $462,908 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $425,153 |
LEVIN CAPITAL STRATEGIES, LP2 years Filed as: LEVIN EASTERLY PARTNERS LLC Service code 28 · EIN 83-2400656 | Investment Management | $237,840 |
AMERICAN FUNDS5 years Filed as: LEE MUNDER CAPITAL GROUP, LLC Service code 28 · EIN 27-0282607 | Investment Management | $192,375 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $174,401 |
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 13.23% | 17.85%-4.6pp | 9.52%+3.7pp | 13.80%-0.6pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $41,951-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |