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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT Service code 28 · EIN 04-3523567 | Investment Management | $885,844 |
Filed as: TCW ASSET MANAGEMENT CO Service code 28 · EIN 95-2642764 | Investment Management | $501,920 |
ARROWSTREET CAPITAL10+ years Service code 28 · EIN 04-3472863 | Investment Management | $189,062 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $82,616 |
DISCIPLINED GROWTH INVESTORS10+ years Filed as: DISCIPLINED GROWTH INVESTORS, INC Service code 28 · EIN 41-1901233 | Investment Management | $49,638 |
CALLAN ASSOCIATES10+ years Service code 16 · EIN 92-2192581 | Consulting | $48,402 |
KKDLY LLC8 years Service code 10 · EIN 99-0292355 | Accounting | $18,848 |
STATE STREET GLOBAL ADVISORS9 years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $14,114 |
CARLSMITH BALL LLP10+ years Filed as: CARLSMITH BALL Service code 29 · EIN 99-0035220 | Legal | $7,140 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | -2.02% | 5.48%-7.5pp | 9.82%-11.8pp | 9.30%-11.3pp |
| Employer contribution / active EE | $982 | $9,127-89.2% | $30,311-96.8% | $12,551-92.2% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |