Filed February 4, 2005 (most recent of 4 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 50 · EIN 36-2235791 | Direct Payment | $1,094,581 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 20-2830751 | Investment Management | $997,467 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 50 · EIN 53-0181291 | Direct Payment | $839,896 |
SOUND SHORE1 year Filed as: SOUND SHORE MANAGEMENT INC. Service code 28 · EIN 13-2509799 | Investment Management | $833,411 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 61-1553760 | Investment Management | $825,391 |
SNYDER CAPITAL MANAGEMENT2+ years Filed as: SNYDER CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 04-3370184 | Investment Management | $789,055 |
Service code 28 · EIN 36-7045783 | Investment Management | $582,648 |
STEPTOE & JOHNSON LLP2+ years Service code 29 · EIN 52-1349790 | Legal | $168,018 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $50,200 |
H.C. WAINWRIGHT & CO.2+ years Service code 16 · EIN 04-3065450 | Consulting | $8,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 7.08% | 7.44%-0.4pp | 4.74%+2.3pp | 5.86%+1.2pp |
| Employer contribution / active EE | $8,971 | $12,240-26.7% | $36,089-75.1% | $10,137-11.5% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |