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 |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $583,965 |
ARTISAN PARTNERS4+ years Service code 28 · EIN 30-0551775 | Investment Management | $524,323 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC. Service code 19 1555 PEACHTREE STREET · ATLANTA, GA 30309 | Securities Custodian | $346,204 |
NATIONAL INVESTMENT SERVICES4+ years Service code 28 · EIN 80-0169636 | Investment Management | $322,694 |
BAIRD INSURANCE SERVICES INC4+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $289,224 |
Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 12-0359999 | Investment Management | $249,474 |
HARBOURVEST PARTNERS LP1 year Filed as: HARBOURVEST PARTNERS, LLC Service code 19 ONE FINANCIAL CENTER, 44TH FLOOR · BOSTON, MA 02111 | Securities Custodian | $232,427 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST COMP. Service code 28 · EIN 04-3532603 | Investment Management | $231,839 |
THE PREVIANT LAW FIRM, S.C.4+ years Service code 29 · EIN 39-1211596 | Legal | $211,216 |
MICHAEL F. YATES & COMPANY, INC.4+ years Filed as: MICHAEL GANTERT Service code 30 · EIN 51-6049409 | Employee (plan); Direct payment from ... | $204,852 |
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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 1.40% | 24.48%-23.1pp | 10.56%-9.2pp | 24.48%-23.1pp |
| Employer contribution / active EE | $17,528 | $9,418+86.1% | $30,199-42.0% | $9,418+86.1% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |