Filed November 9, 2005
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 |
|---|---|---|
ULLICO3+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $1,150,745 |
LSV ASSET MANAGEMENT3+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 | Investment Management | $625,454 |
ENTRUST PARTNERS OFFSHORE LP3+ years Service code 28 · EIN 90-0644478 | Investment Management | $585,399 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $543,304 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $541,031 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $506,606 |
LEE CPA AUDIT GROUP3+ years Filed as: LEE MUNDER Service code 28 · EIN 27-0282607 | Investment Management | $369,071 |
AMERICAN FUNDS3+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $252,655 |
Filed as: PARAMETRIC CLIFTON INVESTMENT MANAG Service code 28 3600 MINNESOTA DRIVE, SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $250,493 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $237,101 |
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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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 13.49% | 1057.21%-1043.7pp | 8.32%+5.2pp | 1057.21%-1043.7pp |
| Employer contribution / active EE | $5,476 | $14,374-61.9% | $30,793-82.2% | $14,374-61.9% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |