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 | $79,047 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD FRERES & CO Service code 28 · EIN 13-5545100 | Investment Management | $77,288 |
POLEN CAPITAL4+ years Filed as: POLEN CAPITAL INVESTMENT Service code 28 · EIN 26-0319356 | Investment Management | $57,495 |
BLACKROCK4+ years Service code 28 · EIN 32-0174431 | Investment Management | $54,031 |
FIRST STATE TRUST COMPANY4+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $42,330 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $26,849 |
RIVERBRIDGE PARTNERS4+ years Service code 28 · EIN 41-1930193 | Investment Management | $20,277 |
Filed as: RYAN LABS Service code 28 500 FIFTH AVENUE SUITE 2500 · NEW YORK, NY 10110 | Investment Management | $19,214 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | 1.18% | -2.53%+3.7pp | -61.72%+62.9pp | -0.69%+1.9pp |
| Employer contribution / active EE | $0 | $37,001-100.0% | $47,703-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |