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 MANAGEMENT2+ years Filed as: SCHRODER INV. MANAGEMENT, NA INC. Service code 28 · EIN 13-4064414 | Investment Management | $797,412 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVESTMENT MGMT. Service code 28 · EIN 13-3040307 | Investment Management | $258,576 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN RETIREMENT SERVICES CO LLC Service code 99 · EIN 35-2134263 | Other Fees | $244,648 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $212,695 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 51-0055023 | Bank Trustee | $207,683 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 20-2830751 | Investment Management | $196,638 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $114,478 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $107,508 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $100,636 |
Filed as: VAUGHN NELSON INVESTMENT MANAGEMENT Service code 28 · EIN 04-3304963 | Investment Management | $96,861 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 5.49% | 9.41%-3.9pp | 5.00%+0.5pp | 9.19%-3.7pp |
| Employer contribution / active EE | $21,840 | $8,353+161.5% | $35,918-39.2% | $12,608+73.2% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |