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 COMPANY5+ years Service code 28 · EIN 04-2755549 | Investment Management | $592,597 |
Service code 51 · EIN 98-1069724 | Investment Mgmt Fees | $418,104 |
THOMSON HORSTMANN & BRYANT4 years Filed as: THOMSON, HORSTMANN & BRYANT INC Service code 28 · EIN 22-3508647 | Investment Management | $410,703 |
WASATCH ADVISORS5+ years Service code 52 · EIN 87-0319391 505 WAKARA WAY 3RD FLOOR · SALT LAKE CITY, UT 84108 | Indirect Investment Fees | $363,380 |
Service code 28 · EIN 45-3056700 | Investment Management | $359,863 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $255,046 |
THOMPSON, SIEGEL & WALMSLEY5+ years Service code 28 · EIN 54-0854396 | Investment Management | $225,884 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $219,423 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $212,451 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $208,677 |
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 16.32% | 17.95%-1.6pp | 13.45%+2.9pp | 21.83%-5.5pp |
| Employer contribution / active EE | $20,182 | $16,835+19.9% | $26,057-22.5% | $12,237+64.9% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |