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 CONSULTING10+ years Service code 11 · EIN 22-2232264 | Actuarial | $7,873,709 |
DODGE & COX3 years Filed as: DODGE & COX FUNDS Service code 28 P.O. BOX 219502 · KANSAS, MO 641219502 | Investment Management | $1,359,361 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLIN TEMPLETON LLC Service code 28 47 WEST 200 SOUTH · SALT LAKE, UT 84101 | Investment Management | $1,141,126 |
WESTFIELD CAPITAL MANAGEMENT4 years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 ONE FINANCIAL CENTER, 23RD FLOOR · BOSTON, MA 02111 | Investment Management | $1,133,106 |
Service code 28 101 S HANLEY RD # 1700 · CLAYTON, MO 63105 | Investment Management | $1,105,594 |
Filed as: L&G EMERGING MARKET Service code 28 71 SOUTH WACKER DRIVE, SUITE 800 · CHICAGO, IL 60606 | Investment Management | $924,218 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $815,064 |
Filed as: NB REAL ESTATE SECONDARY OPP FD LP Service code 28 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $148,539 |
SUNTRUST BANKS, INC.10+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 21 · EIN 56-1074313 | Bank Trustee | $119,274 |
KILPATRICK TOWNSEND10+ years Filed as: KILPATRICK TOWNSEND ATTORNEYS Service code 29 · EIN 58-0511774 | Legal | $87,100 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 2.98% | 8.85%-5.9pp | 9.17%-6.2pp | 8.85%-5.9pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $40,523-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |