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 LTD3 years Service code 28 114 WEST 47TH STREET, 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $3,354,361 |
Service code 14 · EIN 41-0956552 | Plan Administrator | $1,738,351 |
HARBOURVEST PARTNERS LP4 years Filed as: HARBOURVEST PARTNERS, LLC Service code 19 ONE FINANCIAL CENTER, 44TH FLOOR · BOSTON, MA 02111 | Securities Custodian | $956,438 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $764,646 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 12-0359999 | Advisory (Plan) | $740,084 |
INVESCO4 years Filed as: INVESCO ADVISERS, INC. Service code 19 1555 PEACHTREE STREET · ATLANTA, GA 30309 | Securities Custodian | $716,550 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $626,406 |
ARTISAN PARTNERS7+ years Service code 28 · EIN 30-0551775 | Investment Management | $608,769 |
BAYSIDE CAPITAL, INC.2 years Service code 28 1450 BRICKELL AVENUE, 31ST FLOOR · MIAMI, FL 33131 | Investment Management | $508,567 |
BAIRD INSURANCE SERVICES INC7+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $467,291 |
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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -1.73% | -5.36%+3.6pp | -5.85%+4.1pp | 7.68%-9.4pp |
| Employer contribution / active EE | $16,480 | $12,163+35.5% | $31,839-48.2% | $9,142+80.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |