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 COMPANY6+ years Service code 28 · EIN 04-2755549 | Investment Management | $543,647 |
THOMSON HORSTMANN & BRYANT5 years Filed as: THOMSON, HORSTMANN & BRYANT INC Service code 28 · EIN 22-3508647 | Investment Management | $425,707 |
Service code 51 · EIN 98-1069724 | Investment Mgmt Fees | $420,402 |
Service code 28 · EIN 45-3056700 | Investment Management | $376,055 |
WASATCH ADVISORS6+ years Service code 52 · EIN 87-0319391 505 WAKARA WAY 3RD FLOOR · SALT LAKE CITY, UT 84108 | Indirect Investment Fees | $347,081 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $257,480 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $240,752 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $237,968 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $176,898 |
SCHRODER INVESTMENT MANAGEMENT6+ years Service code 28 · EIN 13-4064414 | Investment Management | $168,820 |
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 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 18.92% | 19.50%-0.6pp | 8.35%+10.6pp | 12.86%+6.1pp |
| Employer contribution / active EE | $20,131 | $27,684-27.3% | $27,010-25.5% | $13,687+47.1% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |