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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 45-3056700 | Investment Management | $491,437 |
Service code 51 · EIN 98-1069724 | Investment Mgmt Fees | $451,800 |
WELLINGTON TRUST COMPANY9+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $433,091 |
THOMSON HORSTMANN & BRYANT8 years Filed as: THOMSON, HORSTMANN & BRYANT INC Service code 28 · EIN 22-3508647 | Investment Management | $405,426 |
Filed as: BARROW HANLEY Service code 27 · EIN 75-2403190 | Advisory (Plan) | $359,316 |
WASATCH ADVISORS9+ years Service code 52 · EIN 87-0319391 505 WAKARA WAY 3RD FLOOR · SALT LAKE CITY, UT 84108 | Indirect Investment Fees | $348,012 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $305,015 |
CEREDEX VALUE ADVISORS LLC4 years Service code 28 · EIN 26-1482988 | Investment Management | $282,275 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $277,619 |
Filed as: SCOTT INVESTMENT PARTNERS Service code 28 | Investment Management | $237,426 |
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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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 8.76% | 8.28%+0.5pp | 8.46%+0.3pp | 9.11%-0.4pp |
| Employer contribution / active EE | $9,465 | $8,225+15.1% | $25,175-62.4% | $12,231-22.6% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |