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 |
|---|---|---|
ARROWSTREET CAPITAL3+ years Service code 28 · EIN 04-3472863 | Investment Management | $352,422 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $317,375 |
Filed as: FIDELITY INVESTMENT Service code 28 · EIN 04-3523567 | Investment Management | $265,661 |
Filed as: TCW ASSET MANAGEMENT CO Service code 28 · EIN 95-2642764 | Investment Management | $136,553 |
FRANKLIN TEMPLETON3+ years Filed as: CLARION LION PROPERTIES FUND LLC Service code 28 · EIN 13-4087331 | Investment Management | $128,882 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $111,638 |
DISCIPLINED GROWTH INVESTORS3+ years Filed as: DISCIPLINED GROWTH INVESTORS, INC Service code 28 · EIN 41-1901233 | Investment Management | $60,394 |
CALLAN ASSOCIATES3+ years Service code 16 · EIN 94-2192581 | Consulting | $43,766 |
KKDLY LLC1 year Service code 10 · EIN 99-0292355 | Accounting | $33,508 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $31,073 |
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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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.88% | 14.80%-1.9pp | 10.16%+2.7pp | 16.32%-3.4pp |
| Employer contribution / active EE | $10,742 | $5,344+101.0% | $33,192-67.6% | $12,766-15.9% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |