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 |
|---|---|---|
Service code 51 · EIN 98-1069724 | Investment Mgmt Fees | $580,232 |
WELLINGTON TRUST COMPANY7+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $501,413 |
Service code 28 · EIN 45-3056700 | Investment Management | $481,597 |
WASATCH ADVISORS7+ years Service code 52 · EIN 87-0319391 505 WAKARA WAY 3RD FLOOR · SALT LAKE CITY, UT 84108 | Indirect Investment Fees | $450,954 |
THOMSON HORSTMANN & BRYANT6 years Filed as: THOMSON, HORSTMANN & BRYANT INC Service code 28 · EIN 22-3508647 | Investment Management | $401,611 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $342,190 |
CEREDEX VALUE ADVISORS LLC2 years Service code 28 · EIN 26-1482988 | Investment Management | $305,712 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $271,632 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $265,517 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $239,780 |
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 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 7.66% | 10.14%-2.5pp | 8.31%-0.6pp | 15.63%-8.0pp |
| Employer contribution / active EE | $19,910 | $16,339+21.9% | $21,002-5.2% | $11,476+73.5% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |