Filed June 14, 2006 (most recent of 4 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 |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $484,306 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $393,700 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $332,704 |
THE BANK OF NEW YORK MELLON7+ years Filed as: U.S BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $278,704 |
ARISTOTLE CAPITAL MANAGEMENT2 years Service code 51 · EIN 95-4833644 | Investment Mgmt Fees | $155,453 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $151,944 |
PAYDEN & RYGEL2 years Service code 51 · EIN 95-3921788 | Investment Mgmt Fees | $71,412 |
Service code 51 · EIN 75-3269118 | Investment Mgmt Fees | $54,018 |
MERGANSER CAPITAL MANAGEMENT2 years Filed as: MERGANSER CAPITAL MANAGEMENT LLC Service code 51 · EIN 46-3651540 | Investment Mgmt Fees | $36,057 |
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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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 11.90% | 35.98%-24.1pp | 10.75%+1.2pp | 15.63%-3.7pp |
| Employer contribution / active EE | $9,474 | $8,396+12.8% | $35,170-73.1% | $11,476-17.4% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |