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 BERMAN5 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 | Investment Management | $2,986,402 |
EDGEWOOD MANAGEMENT LLC8+ years Service code 28 · EIN 20-4044179 | Investment Management | $2,573,188 |
NUVEEN2 years Filed as: NUVEEN ASSET MANAGEMENT, LLC Service code 28 · EIN 27-4357327 | Investment Management | $1,435,464 |
ARIEL INVESTMENTS, LLC8+ years Service code 28 · EIN 02-0712418 | Investment Management | $623,807 |
KAHN BROTHERS ADVISORS, LLC5 years Service code 28 · EIN 20-8928015 | Investment Management | $608,567 |
WITHUMSMITH+BROWN, PC5 years Filed as: BROWN ADVISORY LLC Service code 28 · EIN 26-4560299 | Investment Management | $594,780 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $397,500 |
Service code 28 · EIN 83-2400656 | Investment Management | $328,786 |
Service code 29 · EIN 41-0244008 | Legal | $217,651 |
Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $193,058 |
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 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -14.32% | -15.08%+0.8pp | -3.21%-11.1pp | 7.68%-22.0pp |
| Employer contribution / active EE | $0 | $5,566-100.0% | $46,051-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |