Filed July 10, 2003 (most recent of 4 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 |
|---|---|---|
JACKSON SQUARE PARTNERS4 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $10,551 |
SNYDER CAPITAL MANAGEMENT4 years Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $10,386 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICACO, IL 60606 | Investment Management | $6,618 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,585 |
Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $5,521 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,548 | $53,901+149.6% | $134,155+0.3% | $73,493+83.1% |
| Participation rate | 86.4% | 62.8%+23.6pp | 72.2%+14.2pp | 70.7%+15.7pp |
| Annual return | 19.58% | 15.82%+3.8pp | 36.34%-16.8pp | 28.51%-8.9pp |
| Employer contribution / active EE | $6,074 | $1,458+316.5% | $3,705+63.9% | $2,270+167.5% |
| Participant deferral / active EE | $8,587 | $2,739+213.5% | $3,500+145.4% | $3,740+129.6% |
| Admin fee / account holder | $0 | $581-100.0% | $6,685-100.0% | $513-100.0% |