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 GROUP9+ years Service code 11 · EIN 13-4032401 | Actuarial | $168,622 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $109,444 |
Filed as: COLUMBIA INVESTMENT MGMT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $69,887 |
MFS INVESTMENT MANAGEMENT2 years Service code 28 · EIN 87-1687549 | Investment Management | $24,275 |
EARNEST PARTNERS, LLC2 years Service code 28 · EIN 58-2386669 | Investment Management | $13,318 |
BLACKROCK2 years Filed as: BLACKROCK INVESTMENT MANAGEMENT Service code 28 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $12,311 |
DELAWARE INVESTMENTS2 years Filed as: DELWARE INVESTMENTS Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $10,202 |
Filed as: MARTIN CURRIE INVESTMENT MANAGEMENT Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $9,479 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $9,392 |
LOOMIS SAYLES2 years Service code 28 · EIN 04-3200030 | Investment Management | $8,358 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $250,986-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.3%-2.3pp |
| Annual return | 10.77% | 17.94%-7.2pp | 32.32%-21.6pp | 37.74%-27.0pp |
| Employer contribution / active EE | $10,046 | $10,320-2.7% | $33,960-70.4% | $15,788-36.4% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |