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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | 38.2%-38.2pp | 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% | $30,197-42.0% | $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% |