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 |
|---|---|---|
EDGEWOOD MANAGEMENT LLC7+ years Service code 28 · EIN 20-4044179 | Investment Management | $3,095,294 |
NEUBERGER BERMAN4 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 | Investment Management | $2,952,983 |
NUVEEN1 year Filed as: NUVEEN ASSET MANAGEMENT, LLC Service code 28 · EIN 27-4357327 | Investment Management | $1,362,675 |
ARIEL INVESTMENTS, LLC7+ years Service code 28 · EIN 02-0712418 | Investment Management | $637,869 |
WITHUMSMITH+BROWN, PC4 years Filed as: BROWN ADVISORY LLC Service code 28 · EIN 26-4560299 | Investment Management | $605,432 |
KAHN BROTHERS ADVISORS, LLC4 years Service code 28 · EIN 20-9828015 | Investment Management | $566,419 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $401,750 |
Service code 28 · EIN 83-2400656 | Investment Management | $320,806 |
JANUS HENDERSON1 year Filed as: JANUS HENDERSON INVESTORS, LLC Service code 28 · EIN 75-3019302 | Investment Management | $200,740 |
AMERICAN FUNDS6 years Filed as: LEE MUNDER CAPITAL GROUP, LLC Service code 28 · EIN 27-0282607 | Investment Management | $199,155 |
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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 11.29% | 9.17%+2.1pp | 8.95%+2.3pp | 13.51%-2.2pp |
| Employer contribution / active EE | $0 | $5,235-100.0% | $46,559-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |