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 | $724,137 |
Filed as: TCW ASSET MANAGEMENT CO Service code 28 · EIN 95-2642764 | Investment Management | $515,745 |
ARROWSTREET CAPITAL7+ years Service code 28 · EIN 04-3472863 | Investment Management | $336,381 |
FRANKLIN TEMPLETON7+ years Filed as: CLARION LION PROPERTIES FUND LLC Service code 28 · EIN 13-4087331 | Investment Management | $168,777 |
CALLAN ASSOCIATES7+ years Service code 16 · EIN 92-2192581 | Consulting | $71,593 |
DISCIPLINED GROWTH INVESTORS7+ years Filed as: DISCIPLINED GROWTH INVESTORS, INC Service code 28 · EIN 41-1901233 | Investment Management | $62,024 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $52,534 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $33,780 |
KKDLY LLC5 years Service code 10 · EIN 99-0292355 | Accounting | $10,471 |
CARLSMITH BALL LLP7+ years Filed as: CARLSMITH BALL Service code 29 · EIN 99-0035220 | Legal | $5,722 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 12.46% | 45.95%-33.5pp | 10.75%+1.7pp | 19.39%-6.9pp |
| Employer contribution / active EE | $2,916 | $4,551-35.9% | $35,170-91.7% | $8,446-65.5% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |