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 PARTNERS2+ years Service code 28 · EIN 30-0551775 | Investment Management | $1,823,232 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $1,488,664 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST COMP. Service code 28 · EIN 04-3532603 | Investment Management | $958,612 |
EATON VANCE2+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $599,304 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $419,733 |
Filed as: BRANDYWINE GLOBAL INVEST MGMT, LLC Service code 28 · EIN 51-0412248 | Investment Management | $276,778 |
SCOUT INVESTMENTS, INC.2+ years Service code 28 · EIN 43-1925734 | Investment Management | $259,148 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 | Investment Management | $240,041 |
BAIRD INSURANCE SERVICES INC2+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $236,994 |
MICHAEL F. YATES & COMPANY, INC.2+ years Filed as: MICHAEL GANTERT Service code 30 · EIN 51-6049409 | Employee (plan); Direct payment from ... | $192,686 |
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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 10.74% | 1057.21%-1046.5pp | 8.32%+2.4pp | 1057.21%-1046.5pp |
| Employer contribution / active EE | $16,121 | $14,374+12.2% | $30,793-47.6% | $14,374+12.2% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |