Filed October 29, 2008 (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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: SECURITY CAPITOL RESEARCH & MANAGEM Service code 28 · EIN 36-4130398 | Investment Management | $149,802 |
NORTHERN TRUST COMPANY9+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $149,381 |
VAN BERKOM & ASSOCIATES9+ years Service code 28 | Investment Management | $143,594 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: STONE HARBOR INVESTMENT PARTNERS LP Service code 28 · EIN 20-3888589 | Investment Management | $63,384 |
ABERDEEN ASSET MANAGEMENT, INC.9+ years Service code 28 · EIN 51-0368279 | Investment Management | $56,966 |
MILLIMAN, INC.8 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $40,300 |
LANE GORMAN TRUBITT, PLLC5 years Filed as: LANE GORMAN TRUBITT, LLC Service code 10 · EIN 75-1044330 | Accounting | $20,350 |
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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 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 10.11% | 7.03%+3.1pp | 9.82%+0.3pp | 7.65%+2.5pp |
| Employer contribution / active EE | $44,382 | $15,106+193.8% | $30,322+46.4% | $20,582+115.6% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |