Filed July 29, 2006
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD FRERES & CO Service code 28 · EIN 13-5545100 | Investment Management | $72,691 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT Service code 28 · EIN 36-4445613 | Investment Management | $72,542 |
BLACKROCK2+ years Service code 28 · EIN 32-0174431 | Investment Management | $48,998 |
POLEN CAPITAL2+ years Filed as: POLEN CAPITAL INVESTMENT Service code 28 · EIN 26-0319356 | Investment Management | $48,483 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $34,066 |
FIRST STATE TRUST COMPANY2+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $32,121 |
RIVERBRIDGE PARTNERS2+ years Service code 28 · EIN 41-1930193 | Investment Management | $23,554 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 1.66% | 4.43%-2.8pp | 4.74%-3.1pp | 11.88%-10.2pp |
| Employer contribution / active EE | $18,927 | $35,917-47.3% | $46,220-59.1% | $14,612+29.5% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |