Filed May 8, 2006 (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 |
|---|---|---|
JARISLOWSKY, FRASER LIMITED1+ years Filed as: JARISLOWSKY FRASER LIMITED Service code 28 · EIN 98-0355867 | Investment Management | $705,777 |
SPRUCEGROVE INVESTMENT MGMT1+ years Filed as: SPRUCEGROVE INVESTMENT MANAGEMENT Service code 28 · EIN 11-3238890 | Investment Management | $415,015 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $404,285 |
LPL FINANCIAL1+ years Filed as: WADDELL AND REED Service code 28 · EIN 48-1106973 | Investment Management | $383,700 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $323,981 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 30-0027188 | Investment Management | $291,680 |
FAYEZ SAROFIM & CO1+ years Filed as: FAYEZ SAROFIM CO Service code 28 · EIN 74-1312679 | Investment Management | $288,661 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $277,190 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 59-6935512 | Investment Management | $256,336 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN WEST Service code 28 · EIN 95-4597302 | Investment Management | $245,530 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 0.78% | 9.70%-8.9pp | 1.15%-0.4pp | 9.19%-8.4pp |
| Employer contribution / active EE | $8,021 | $15,369-47.8% | $26,339-69.5% | $12,608-36.4% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |