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 28 · EIN 45-3056700 | Investment Management | $459,241 |
Service code 51 · EIN 98-1069724 | Investment Mgmt Fees | $459,125 |
THOMSON HORSTMANN & BRYANT7 years Filed as: THOMSON, HORSTMANN & BRYANT INC Service code 28 · EIN 22-3508647 | Investment Management | $430,438 |
WELLINGTON TRUST COMPANY8+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $413,238 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $339,644 |
WASATCH ADVISORS8+ years Service code 52 · EIN 87-0319391 505 WAKARA WAY 3RD FLOOR · SALT LAKE CITY, UT 84108 | Indirect Investment Fees | $339,007 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $325,779 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $299,515 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $295,548 |
CEREDEX VALUE ADVISORS LLC3 years Service code 28 · EIN 26-1482988 | Investment Management | $248,158 |
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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -13.56% | 17.17%-30.7pp | 179.55%-193.1pp | 23.41%-37.0pp |
| Employer contribution / active EE | $23,133 | $11,568+100.0% | $24,917-7.2% | $12,650+82.9% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |