Filed May 28, 1996
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 |
|---|---|---|
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODER INV. MANAGEMENT, NA INC. Service code 28 · EIN 13-4064414 | Investment Management | $768,591 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT MGMT. Service code 28 · EIN 13-3040307 | Investment Management | $276,525 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 20-2830751 | Investment Management | $215,074 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 51-0055023 | Bank Trustee | $211,792 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN RETIREMENT SERVICES CO LLC Service code 99 · EIN 35-2134263 | Other Fees | $194,706 |
Filed as: VAUGHN NELSON INVESTMENT MANAGEMENT Service code 28 · EIN 04-3304963 | Investment Management | $178,085 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $126,402 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $117,628 |
FINDLEY1+ years Filed as: FINDLEY DAVIES Service code 15 · EIN 34-1213174 | Recordkeeping | $92,318 |
DEMARCHE ASSOCIATES, INC.1+ years Filed as: DEMARCHE ASSOC., INC Service code 27 · EIN 43-1493130 | Advisory (Plan) | $41,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.56% | 4.01%-6.6pp | -2.01%-0.6pp | 1.67%-4.2pp |
| Employer contribution / active EE | $22,129 | $6,352+248.4% | $34,453-35.8% | $10,506+110.6% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |