Filed October 18, 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 |
|---|---|---|
AON CONSULTING9+ years Service code 11 · EIN 22-2232264 | Actuarial | $9,283,173 |
Service code 28 101 S HANLEY RD # 1700 · CLAYTON, MO 63105 | Investment Management | $1,963,518 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $1,482,685 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN TEMPLETON LLC Service code 28 47 WEST 200 SOUTH · SALT LAKE, UT 84101 | Investment Management | $1,417,983 |
WESTFIELD CAPITAL MANAGEMENT3 years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 ONE FINANCIAL CENTER, 23RD FLOOR · BOSTON, MA 02111 | Investment Management | $1,070,149 |
GENESIS ASSET MANAGERS LLP4 years Filed as: GENESIS ADVISORS LLC Service code 28 · EIN 26-0594575 | Investment Management | $827,057 |
DODGE & COX2 years Filed as: DODGE & COX FUNDS Service code 28 P.O. BOX 219502 · KANSAS, MO 641219502 | Investment Management | $801,393 |
KILPATRICK TOWNSEND9+ years Filed as: KILPATRICK TOWNSEND ATTORNEYS Service code 29 · EIN 58-0511774 | Legal | $119,635 |
SUNTRUST BANKS, INC.9+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 21 · EIN 56-1074313 | Bank Trustee | $91,848 |
Filed as: PRINCIPAL DIGITAL REAL ESTATE FUND Service code 28 711 HIGH STREET · DES MOINES, IA 503920001 | Investment Management | $8,068 |
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 12.49% | 9.90%+2.6pp | 12.68%-0.2pp | 13.18%-0.7pp |
| Employer contribution / active EE | $33,854 | $7,519+350.2% | $41,626-18.7% | $8,469+299.8% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |