Filed October 18, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $463,279 |
Service code 51 · EIN 20-4622296 | Investment Mgmt Fees | $329,355 |
Service code 28 · EIN 45-3056700 | Investment Management | $312,013 |
THOMSON HORSTMANN & BRYANT1+ years Filed as: THOMSON HORSTMANN & BRYANT INC Service code 28 · EIN 22-3508647 | Investment Management | $301,191 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $295,315 |
WASATCH ADVISORS1+ years Service code 52 · EIN 87-0319391 505 WAKARA WAY 3RD FLOOR · SALT LAKE CITY, UT 84108 | Indirect Investment Fees | $275,617 |
THOMPSON, SIEGEL & WALMSLEY1+ years Service code 28 · EIN 54-0854396 | Investment Management | $264,532 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $223,977 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $143,367 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $137,582 |
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 | $14,096,330-100.0% | $10,105-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -2.02% | -3.37%+1.3pp | 16.23%-18.2pp | 1.67%-3.7pp |
| Employer contribution / active EE | $19,714 | $15,879+24.2% | $17,605+12.0% | $10,506+87.6% |
| Participant deferral / active EE | $0 | $1,137-100.0% | $237-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $11-100.0% | $66,276-100.0% |