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 | $1,214,454 |
ARROWSTREET CAPITAL5+ years Service code 28 · EIN 04-3472863 | Investment Management | $402,787 |
Filed as: TCW ASSET MANAGEMENT CO Service code 28 · EIN 95-2642764 | Investment Management | $241,168 |
FRANKLIN TEMPLETON5+ years Filed as: CLARION LION PROPERTIES FUND LLC Service code 28 · EIN 13-4087331 | Investment Management | $198,701 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $156,660 |
DISCIPLINED GROWTH INVESTORS5+ years Filed as: DISCIPLINED GROWTH INVESTORS, INC Service code 28 · EIN 41-1901233 | Investment Management | $79,248 |
CALLAN ASSOCIATES5+ years Service code 16 · EIN 92-2192581 | Consulting | $57,080 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $52,711 |
KKDLY LLC3 years Service code 10 · EIN 99-0292355 | Accounting | $28,796 |
CARLSMITH BALL LLP5+ years Filed as: CARLSMITH BALL Service code 29 · EIN 99-0035220 | Legal | $23,406 |
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 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 18.46% | 1023.85%-1005.4pp | 20.73%-2.3pp | 1023.85%-1005.4pp |
| Employer contribution / active EE | $6,090 | $11,605-47.5% | $36,503-83.3% | $11,605-47.5% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |