Filed November 9, 2005 (most recent of 4 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: FIDELITY MANAGEMENT TRUST CO. Service code 25 · EIN 04-2647786 | Directed Trustee | $399,756 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $217,346 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 27 · EIN 20-4659714 | Advisory (Plan) | $202,549 |
SLC MANAGEMENT1 year Service code 27 · EIN 13-3451974 | Advisory (Plan) | $170,494 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $105,000 |
CLEARSTEAD ADVISORS, LLC2 years Filed as: CLEARSTEAD Service code 27 · EIN 34-1597728 | Advisory (Plan) | $100,000 |
INTEGRITY ASSET MANAGEMENT3 years Service code 27 · EIN 13-2700161 | Advisory (Plan) | $76,710 |
BLACKROCK5+ years Filed as: BLACKROCK INST TRUST COMPANY, NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $47,507 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $10,500 |
SHENKMAN CAPITAL MANAGEMENT5+ years Filed as: SHENKMAN CAPITAL MANAGEMENT COMPANY Service code 27 · EIN 13-4037292 | Advisory (Plan) | $8,402 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 17.30% | 17.70%-0.4pp | 13.48%+3.8pp | 53.27%-36.0pp |
| Employer contribution / active EE | $24,262 | $40,511-40.1% | $47,067-48.5% | $14,774+64.2% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |