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 |
|---|---|---|
SILCHESTER INTERNATIONAL INVESTORS10+ years Service code 28 · EIN 45-3056700 | Investment Management | $521,600 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 22-3508647 | Investment Management | $433,356 |
WASATCH ADVISORS10+ years Service code 28 · EIN 87-0319391 505 WAKARA WAY 3RD FLOOR · SALT LAKE CITY, UT 84108 | Investment Management | $402,649 |
HIGHCLERE INTERNATIONAL INVESTORS10+ years Service code 51 · EIN 98-1069724 | Investment Mgmt Fees | $398,536 |
Filed as: BARROW HANLEY Service code 27 · EIN 75-2403190 | Advisory (Plan) | $315,333 |
CEREDEX VALUE ADVISORS LLC5 years Service code 68 · EIN 26-1482988 | Soft dollars commissions | $282,993 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $272,130 |
WELLINGTON TRUST COMPANY10+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $246,597 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 1735 MARKET ST., SUITE 1800 · PHILADELPHIA, PA 19103 | Investment Management | $221,356 |
SCHRODER INVESTMENT MANAGEMENT10+ years Service code 28 · EIN 13-4064414 | Investment Management | $217,419 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 6.72% | 18.61%-11.9pp | 4.95%+1.8pp | 9.30%-2.6pp |
| Employer contribution / active EE | $9,328 | $11,871-21.4% | $20,917-55.4% | $12,551-25.7% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |