Filed October 18, 2004
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 |
|---|---|---|
Service code 13 · EIN 74-3243950 | Contract Administrator | $4,744,615 |
SENTINEL5+ years Service code 28 · EIN 35-2587221 | Investment Management | $3,978,025 |
ARTISAN PARTNERS5+ years Service code 28 · EIN 30-0551775 | Investment Management | $1,865,373 |
FIRST EAGLE1 year Filed as: FIRST EAGLE INVESTMENT MGMT, LLC Service code 28 · EIN 57-1156902 | Investment Management | $1,471,348 |
Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,074,055 |
Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $960,671 |
LAZARD ASSET MANAGEMENT5+ years Service code 28 · EIN 05-0530199 | Investment Management | $886,238 |
Filed as: HORIZON ACTUARIAL SERVICES, INC. Service code 11 · EIN 26-1370698 | Actuarial | $706,864 |
DRA ADVISORS LLC1 year Filed as: DRA ADVISORS Service code 28 · EIN 13-3774195 | Investment Management | $657,931 |
Filed as: PATTERSON CAPITAL MANAGEMENT Service code 28 · EIN 95-3170259 | Investment Management | $653,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | -5.99% | 13.80%-19.8pp | 9.65%-15.6pp | 13.80%-19.8pp |
| Employer contribution / active EE | $5,350 | $10,386-48.5% | $27,458-80.5% | $10,386-48.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $33-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |