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 COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $468,265 |
Service code 51 · EIN 98-1069724 | Investment Mgmt Fees | $346,489 |
Filed as: THOMSON, HORSTMANN & BRYANT INC Service code 28 · EIN 22-3508647 | Investment Management | $309,991 |
Service code 28 · EIN 45-3056700 | Investment Management | $307,354 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $272,576 |
WASATCH ADVISORS2+ years Service code 52 · EIN 87-0319391 505 WAKARA WAY 3RD FLOOR · SALT LAKE CITY, UT 84108 | Indirect Investment Fees | $270,969 |
THOMPSON, SIEGEL & WALMSLEY2+ years Service code 28 · EIN 54-0854396 | Investment Management | $238,627 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $219,087 |
FIRST WESTERN CAPITAL MANAGEMENT2+ years Service code 28 · EIN 27-1551896 | Investment Management | $171,781 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $153,594 |
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 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 6.52% | 9.70%-3.2pp | 1.15%+5.4pp | 9.19%-2.7pp |
| Employer contribution / active EE | $19,910 | $15,369+29.6% | $26,339-24.4% | $12,608+57.9% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |