Filed January 31, 2005 (most recent of 7 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0187291 | Actuarial | $420,036 |
LEE CPA AUDIT GROUP4+ years Filed as: LEE MUNDER CAPITAL Service code 28 · EIN 27-0282607 | Investment Management | $135,711 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $92,525 |
FRANKLIN TEMPLETON4+ years Filed as: FRANKLIN TEMPLETON ADVISORS Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 944031906 | Investment Management | $80,373 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $45,213 |
Filed as: ANTHONY BATTLES LAW FIRM, P.A. Service code 29 · EIN 81-4959793 | Legal | $38,894 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 ONE PALMER SQUARE, SUITE 441 · PRINCETON, NJ 08542 | Investment Management | $29,365 |
Filed as: SS&C TECHNOLOGIES, INC. Service code 28 80 LAMBERTON ROAD · WINDSOR, CT 06095 | Investment Management | $23,280 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -6.25% | -0.94%-5.3pp | -2.18%-4.1pp | 33.37%-39.6pp |
| Employer contribution / active EE | $1,408 | $12,464-88.7% | $38,751-96.4% | $11,253-87.5% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |