Filed November 9, 2005 (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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $5,279,295 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESSQUARE CAPITAL Service code 28 · EIN 20-1665304 | Investment Management | $3,885,310 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $3,538,793 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE INVESTMENT ADVISORS Service code 28 · EIN 23-2859590 | Investment Management | $3,132,989 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $2,502,982 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $2,479,832 |
ARROWSTREET CAPITAL1+ years Filed as: ARROWSTREET CAPITAL LIMITED Service code 28 · EIN 04-3472863 | Investment Management | $2,174,521 |
Filed as: PRUDENTIAL INVESTMENT Service code 28 · EIN 22-2540245 | Investment Management | $2,103,195 |
MUNDER CAPITAL MANAGEMENT1+ years Service code 28 · EIN 38-3212521 | Investment Management | $1,975,464 |
DONALD TAYLOR1+ years Filed as: DONALD SMITH & CO. INC. Service code 28 · EIN 13-2807845 | Investment Management | $1,821,345 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,349 | $111,064+39.0% | $67,652+128.2% | $69,651+121.6% |
| Participation rate | 87.6% | 86.0%+1.6pp | 75.7%+11.9pp | 66.6%+21.0pp |
| Annual return | -47.98% | 2.77%-50.8pp | 6625.40%-6673.4pp | 53.77%-101.8pp |
| Employer contribution / active EE | $12,965 | $3,328+289.5% | $2,266+472.2% | $2,241+478.6% |
| Participant deferral / active EE | $33,715 | $6,396+427.1% | $3,560+847.1% | $3,635+827.4% |
| Admin fee / account holder | $612 | $72+752.0% | $4,821-87.3% | $63+868.4% |