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 | $665,945 |
Filed as: TCW ASSET MANAGEMENT CO Service code 28 · EIN 95-2642764 | Investment Management | $422,082 |
ARROWSTREET CAPITAL8+ years Service code 28 · EIN 04-3472863 | Investment Management | $164,074 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $132,017 |
CALLAN ASSOCIATES8+ years Service code 16 · EIN 92-2192581 | Consulting | $79,590 |
DISCIPLINED GROWTH INVESTORS8+ years Filed as: DISCIPLINED GROWTH INVESTORS, INC Service code 28 · EIN 41-1901233 | Investment Management | $50,016 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $15,516 |
CARLSMITH BALL LLP8+ years Filed as: CARLSMITH BALL Service code 29 · EIN 99-0035220 | Legal | $10,177 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -19.62% | -14.80%-4.8pp | -38.86%+19.2pp | -14.80%-4.8pp |
| Employer contribution / active EE | $2,435 | $8,996-72.9% | $37,756-93.5% | $8,996-72.9% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |