Filed June 24, 2002 (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 |
|---|---|---|
BAILLIE GIFFORD OVERSEAS LTD2+ years Service code 33 · EIN 22-3438530 | Securities brokerage; Investment mana... | $598,469 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $384,472 |
LINCOLN NATIONAL CORPORATION2+ years Service code 50 · EIN 35-0472300 | Direct Payment | $302,960 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $287,003 |
EMERALD FUNDS2+ years Filed as: EMERALD ADVISERS, INC. Service code 28 · EIN 23-2664857 | Investment Management | $199,924 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $173,314 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $154,705 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $151,086 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-6078093 | Investment Management | $135,486 |
ANALYTIC INVESTORS, LLC2+ years Service code 28 · EIN 95-2665790 | Investment Management | $129,448 |
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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 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.42% | 26.60%-14.2pp | 10.16%+2.3pp | 17.84%-5.4pp |
| Employer contribution / active EE | $3,588 | $7,232-50.4% | $33,192-89.2% | $14,688-75.6% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |