Filed December 30, 2004
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 |
|---|---|---|
ARTISAN PARTNERS1+ years Service code 28 · EIN 30-0551775 | Investment Management | $1,643,780 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $1,276,882 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST COMP. Service code 28 · EIN 04-3532603 | Investment Management | $920,654 |
EATON VANCE1+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $550,227 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $395,241 |
Filed as: BRANDYWINE GLOBAL INVEST MGMT, LLC Service code 28 · EIN 51-0412248 | Investment Management | $312,154 |
SCOUT INVESTMENTS, INC.1+ years Service code 28 · EIN 43-1925734 | Investment Management | $252,585 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $237,546 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL GANTERT Service code 30 · EIN 51-6049409 | Direct payment from the plan; Employe... | $188,977 |
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $183,926 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $415,031-100.0% | $209,859-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | - |
| Annual return | -0.68% | 15.23%-15.9pp | 4.16%-4.8pp | - |
| Employer contribution / active EE | $14,837 | $39,272-62.2% | $29,966-50.5% | - |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $13,952-100.0% | - |