Filed February 21, 2006 (most recent of 3 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 |
|---|---|---|
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $535,530 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $334,977 |
Filed as: VOYA INVESTMENT MANAGEMENT LLC Service code 28 · EIN 02-0488491 | Investment Management | $306,862 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $230,218 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $207,354 |
CENTURY CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 65-1214946 | Investment Management | $204,475 |
THE BANK OF NEW YORK MELLON1+ years Filed as: THE BANK OF NEW YORK MELLON TRUST Service code 21 · EIN 95-3571558 | Bank Trustee | $134,593 |
AMERICAN FUNDS1+ years Filed as: GW CAPITAL, INC Service code 28 · EIN 68-0204817 | Investment Management | $121,556 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $104,012 |
PERKINS COIE, LLP1+ years Service code 29 · EIN 91-0591206 | Legal | $26,505 |
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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 | $14,096,330-100.0% | $10,105-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 0.32% | -3.37%+3.7pp | 16.23%-15.9pp | 1.67%-1.4pp |
| Employer contribution / active EE | $16,733 | $15,879+5.4% | $17,605-5.0% | $10,506+59.3% |
| Participant deferral / active EE | $0 | $1,137-100.0% | $237-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $11-100.0% | $66,276-100.0% |