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 PARTNERS3+ years Service code 28 · EIN 30-0551775 | Investment Management | $1,806,312 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $1,504,052 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST COMP. Service code 28 · EIN 04-3532603 | Investment Management | $966,291 |
Filed as: BRANDYWINE GLOBAL INVEST MGMT, LLC Service code 28 · EIN 51-0412248 | Investment Management | $591,415 |
EATON VANCE3+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $531,640 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $405,116 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 | Investment Management | $253,280 |
REAMS ASSET MANAGEMENT1 year Service code 28 · EIN 43-1925734 | Investment Management | $249,604 |
MICHAEL F. YATES & COMPANY, INC.3+ years Filed as: MICHAEL GANTERT Service code 30 · EIN 51-6049409 | Employee (plan); Direct payment from ... | $197,495 |
THE PREVIANT LAW FIRM, S.C.3+ years Service code 29 · EIN 39-1211596 | Legal | $188,033 |
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 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.29% | -1.95%+11.2pp | -752.26%+761.5pp | -1.95%+11.2pp |
| Employer contribution / active EE | $17,412 | $9,243+88.4% | $31,802-45.2% | $9,243+88.4% |
| Participant deferral / active EE | $0 | $425-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |