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 COMPANY3+ years Service code 28 · EIN 04-2755549 | Investment Management | $553,494 |
Service code 51 · EIN 98-1069724 | Investment Mgmt Fees | $420,078 |
THOMSON HORSTMANN & BRYANT2 years Filed as: THOMSON, HORSTMANN & BRYANT INC Service code 28 · EIN 22-3508647 | Investment Management | $398,886 |
Service code 28 · EIN 45-3056700 | Investment Management | $354,527 |
WASATCH ADVISORS3+ years Service code 52 · EIN 87-0319391 505 WAKARA WAY 3RD FLOOR · SALT LAKE CITY, UT 84108 | Indirect Investment Fees | $305,315 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $285,042 |
THOMPSON, SIEGEL & WALMSLEY3+ years Service code 28 · EIN 54-0854396 | Investment Management | $266,817 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $252,443 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $158,926 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $148,742 |
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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 13.22% | 19.60%-6.4pp | 11.12%+2.1pp | 17.84%-4.6pp |
| Employer contribution / active EE | $20,274 | $16,438+23.3% | $22,651-10.5% | $14,688+38.0% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |