Filed September 17, 2007 (most recent of 2 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 |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 11 · EIN 13-4032401 | Actuarial | $215,212 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $71,639 |
Filed as: COLUMBIA INVESTMENT MGMT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $40,364 |
MFS INVESTMENT MANAGEMENT3 years Service code 28 · EIN 87-1687549 | Investment Management | $21,619 |
EARNEST PARTNERS, LLC3 years Service code 28 · EIN 58-2386669 | Investment Management | $10,142 |
BLACKROCK3 years Filed as: BLACKROCK INVESTMENT MANAGEMENT Service code 28 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $9,537 |
ARISTOTLE CAPITAL MANAGEMENT3 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $7,497 |
PEREGRINE CAPITAL MANAGEMENT3 years Service code 28 · EIN 41-6257136 | Investment Management | $6,648 |
ALLSPRING3 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 36-4863445 | Investment Management | $6,540 |
DELAWARE INVESTMENTS3 years Filed as: DELWARE INVESTMENTS Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $6,516 |
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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 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 5.45% | 8.46%-3.0pp | 9.82%-4.4pp | 8.76%-3.3pp |
| Employer contribution / active EE | $8,735 | $11,054-21.0% | $30,322-71.2% | $16,664-47.6% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |