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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $519,867 |
ARROWSTREET CAPITAL2+ years Service code 28 · EIN 04-3472863 | Investment Management | $319,320 |
FRANKLIN TEMPLETON2+ years Filed as: CLARION LION PROPERTIES FUND LLC Service code 28 · EIN 13-4087331 | Investment Management | $214,728 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $168,692 |
Filed as: TCW ASSET MANAGEMENT CO Service code 28 · EIN 95-2642764 | Investment Management | $130,135 |
SILVER CREEK1 year Filed as: SILVER CREEK LTD Service code 28 · EIN 98-0476262 | Investment Management | $76,826 |
CARLSMITH BALL LLP2+ years Filed as: CARLSMITH BALL Service code 29 · EIN 99-0035220 | Legal | $65,758 |
DISCIPLINED GROWTH INVESTORS2+ years Filed as: DISCIPLINED GROWTH INVESTORS, INC Service code 28 · EIN 41-1901233 | Investment Management | $60,966 |
CALLAN ASSOCIATES2+ years Service code 16 · EIN 94-2192581 | Consulting | $41,672 |
Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $27,586 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 7.81% | 10.84%-3.0pp | 5.00%+2.8pp | 5.86%+1.9pp |
| Employer contribution / active EE | $2,392 | $5,136-53.4% | $35,918-93.3% | $10,137-76.4% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |