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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT Service code 28 · EIN 04-3523567 | Investment Management | $647,106 |
ARROWSTREET CAPITAL4+ years Service code 28 · EIN 04-3472863 | Investment Management | $409,564 |
FRANKLIN TEMPLETON4+ years Filed as: CLARION LION PROPERTIES FUND LLC Service code 28 · EIN 13-4087331 | Investment Management | $185,738 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $157,100 |
Filed as: TCW ASSET MANAGEMENT CO Service code 28 · EIN 95-2642764 | Investment Management | $122,819 |
DISCIPLINED GROWTH INVESTORS4+ years Filed as: DISCIPLINED GROWTH INVESTORS, INC Service code 28 · EIN 41-1901233 | Investment Management | $76,947 |
CALLAN ASSOCIATES4+ years Service code 16 · EIN 94-2192581 | Consulting | $49,939 |
AON CONSULTING2 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $47,974 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $43,730 |
CARLSMITH BALL LLP4+ years Filed as: CARLSMITH BALL Service code 29 · EIN 99-0035220 | Legal | $25,554 |
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 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -6.15% | 16.96%-23.1pp | -102.04%+95.9pp | 73.13%-79.3pp |
| Employer contribution / active EE | $12,960 | $5,316+143.8% | $36,232-64.2% | $8,421+53.9% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |