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 |
|---|---|---|
IFM INVESTORS PTY LTD2 years Service code 28 114 WEST 47TH STREET, 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $841,560 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $741,112 |
ARTISAN PARTNERS6+ years Service code 28 · EIN 30-0551775 | Investment Management | $696,053 |
INVESCO3 years Filed as: INVESCO ADVISERS, INC. Service code 19 1555 PEACHTREE STREET · ATLANTA, GA 30309 | Securities Custodian | $680,182 |
HARBOURVEST PARTNERS LP3 years Filed as: HARBOURVEST PARTNERS, LLC Service code 19 ONE FINANCIAL CENTER, 44TH FLOOR · BOSTON, MA 02111 | Securities Custodian | $618,107 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 12-0359999 | Advisory (Plan) | $574,421 |
Filed as: PARAMETRIC Service code 19 3600 MINNESOTA DRIVE STE 325 · MINNEAPOLIS, MN 55435 | Securities Custodian | $454,696 |
MICHAEL F. YATES & COMPANY, INC.6+ years Filed as: MICHAEL GANTERT Service code 30 · EIN 51-6049409 | Direct payment from the plan; Employe... | $450,583 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $419,767 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 19 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Securities Custodian | $405,122 |
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 | $0 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 27.57% | 13.51%+14.1pp | 11.08%+16.5pp | 13.51%+14.1pp |
| Employer contribution / active EE | $16,133 | $8,170+97.5% | $28,418-43.2% | $8,170+97.5% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |