Filed September 1, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $274,091 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT GROUP (U.S.), I Service code 28 · EIN 56-2475915 | Investment Management | $232,849 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $201,147 |
STAR PROTECTION AGENCY1+ years Filed as: STAR AMERICA INFRASTRUCTURE PARTNER Service code 28 · EIN 45-1542041 | Investment Management | $163,316 |
NETOLS ASSET MANAGEMENT1+ years Service code 51 · EIN 39-2013954 | Investment Mgmt Fees | $135,217 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $117,261 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $102,843 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 51 · EIN 51-0368279 | Investment Mgmt Fees | $80,428 |
PUGH CAPITAL1+ years Filed as: PUGH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 91-1522082 | Investment Management | $75,573 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON TRUST COMPANY Service code 21 · EIN 95-3571558 | Bank Trustee | $73,011 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -4.09% | 4.01%-8.1pp | -2.01%-2.1pp | 1.67%-5.8pp |
| Employer contribution / active EE | $21,414 | $6,352+237.1% | $34,453-37.8% | $10,506+103.8% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |