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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCDONNELL INVESTMENT MANAGEMENT Service code 28 · EIN 36-4445613 | Investment Management | $85,126 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD FRERES & CO Service code 28 · EIN 13-5545100 | Investment Management | $81,762 |
BLACKROCK3+ years Service code 28 · EIN 32-0174431 | Investment Management | $59,623 |
POLEN CAPITAL3+ years Filed as: POLEN CAPITAL INVESTMENT Service code 28 · EIN 26-0319356 | Investment Management | $57,011 |
FIRST STATE TRUST COMPANY3+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $38,415 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $29,706 |
RIVERBRIDGE PARTNERS3+ years Service code 28 · EIN 41-1930193 | Investment Management | $21,003 |
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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 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 14.06% | 10.58%+3.5pp | 14.41%-0.3pp | 13.95%+0.1pp |
| Employer contribution / active EE | $38,542 | $37,352+3.2% | $45,283-14.9% | $16,598+132.2% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |