Filed March 23, 2006 (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 |
|---|---|---|
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $458,952 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $262,886 |
PRIVATE ADVISOR GROUP LLC3+ years Filed as: PRIVATE CAPITAL MANAGEMENT Service code 28 · EIN 59-2756929 | Investment Management | $101,513 |
LAZARD ASSET MANAGEMENT3+ years Service code 28 · EIN 25-6358189 | Investment Management | $82,007 |
MPC CAPITAL ADVISORS LLC3+ years Filed as: MPC CAPITAL ADVISORS Service code 28 · EIN 27-2136582 | Investment Management | $62,902 |
ARTISAN PARTNERS3+ years Filed as: ARTISAN INTERNATIONAL FUND Service code 28 · EIN 30-0551775 | Investment Management | $54,584 |
Filed as: METROPOLITAN WEST ASSET MGMT LLC Service code 28 · EIN 95-4597302 | Investment Management | $32,019 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $31,069 |
NORTON ROSE FULBRIGHT2 years Service code 29 · EIN 74-1201087 | Legal | $29,618 |
SAGE ADVISORY SERVICES3+ years Filed as: SAGE ADVISORY SERVICES LTD. CO Service code 28 · EIN 74-2798841 | Investment Management | $29,369 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 10.34% | 35.86%-25.5pp | 10.53%-0.2pp | 17.84%-7.5pp |
| Employer contribution / active EE | $9,245 | $23,588-60.8% | $29,360-68.5% | $14,688-37.1% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |