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 | $955,077 |
Filed as: TCW ASSET MANAGEMENT CO Service code 28 · EIN 95-2642764 | Investment Management | $423,590 |
ARROWSTREET CAPITAL6+ years Service code 28 · EIN 04-3472863 | Investment Management | $373,222 |
FRANKLIN TEMPLETON6+ years Filed as: CLARION LION PROPERTIES FUND LLC Service code 28 · EIN 13-4087331 | Investment Management | $181,672 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $116,708 |
DISCIPLINED GROWTH INVESTORS6+ years Filed as: DISCIPLINED GROWTH INVESTORS, INC Service code 28 · EIN 41-1901233 | Investment Management | $61,351 |
CALLAN ASSOCIATES6+ years Service code 16 · EIN 92-2192581 | Consulting | $50,883 |
CARLSMITH BALL LLP6+ years Filed as: CARLSMITH BALL Service code 29 · EIN 99-0035220 | Legal | $43,792 |
KKDLY LLC4 years Service code 10 · EIN 99-0292355 | Accounting | $23,506 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $14,966 |
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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 17.86% | 117.00%-99.1pp | 90.61%-72.8pp | 5230.06%-5212.2pp |
| Employer contribution / active EE | $3,751 | $5,915-36.6% | $32,730-88.5% | $10,491-64.2% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |