Filed February 4, 2005 (most recent of 3 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 |
|---|---|---|
ANCHOR CAPITAL ADVISORS LLC1+ years Filed as: ANCHOR CAPITAL ADVISORS Service code 28 · EIN 20-4669888 | Investment Management | $58,967 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF OKLAHOMA Service code 21 · EIN 73-0126720 | Bank Trustee | $58,615 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON RUDNICK INV MGT Service code 28 · EIN 95-4575414 | Investment Management | $33,423 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $30,538 |
J P MORGAN INV MGT1+ years Service code 28 · EIN 73-0777678 | Investment Management | $17,761 |
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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 | $466,275-100.0% | $466,275-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 17.6%-17.6pp | 48.7%-48.7pp |
| Annual return | -0.66% | -3.01%+2.3pp | -2.52%+1.9pp | -2.16%+1.5pp |
| Employer contribution / active EE | $106,667 | $180,892-41.0% | $109,954-3.0% | $42,949+148.4% |
| Participant deferral / active EE | $0 | $0 | $846-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $12,408-100.0% | $12,408-100.0% | $12,572-100.0% |