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.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest 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% | $12,557-25.7% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |