Filed September 21, 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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,579,452 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHER TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $155,157 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 59-6945808 | Investment Management | $104,413 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $97,653 |
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-2755549 | Investment Management | $92,448 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $57,646 |
SALIENT CAPITAL ADVISORS LLC4+ years Service code 28 · EIN 27-2587653 | Investment Management | $45,473 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $36,241 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $29,832 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $25,587 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 3.05% | 1023.85%-1020.8pp | 20.73%-17.7pp | 1023.85%-1020.8pp |
| Employer contribution / active EE | $9,348 | $11,605-19.4% | $36,503-74.4% | $11,605-19.4% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |