Filed April 6, 2006
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 |
|---|---|---|
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $41,564 |
Filed as: AMI ASSET MANAGEMENT Service code 28 · EIN 95-4446454 | Investment Management | $15,582 |
Filed as: ALPINE INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 81-4872049 | Investment Management | $14,508 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $11,954 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 28 · EIN 41-1788385 | Investment Management | $7,587 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $339,002-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 39.1%-39.1pp | 2.3%-2.3pp |
| Annual return | 14.46% | 37.74%-23.3pp | 12.78%+1.7pp | 37.74%-23.3pp |
| Employer contribution / active EE | $9,722 | $15,788-38.4% | $44,816-78.3% | $15,788-38.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $33-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $2,002-100.0% | $9,287-100.0% |