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: TCW ASSET MANAGEMENT CO Service code 28 · EIN 95-2642764 | Investment Management | $617,404 |
Filed as: FIDELITY INVESTMENT Service code 28 · EIN 04-3523567 | Investment Management | $608,869 |
ARROWSTREET CAPITAL9+ years Service code 28 · EIN 04-3472863 | Investment Management | $211,337 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $66,780 |
CALLAN ASSOCIATES9+ years Service code 16 · EIN 92-2192581 | Consulting | $61,019 |
DISCIPLINED GROWTH INVESTORS9+ years Filed as: DISCIPLINED GROWTH INVESTORS, INC Service code 28 · EIN 41-1901233 | Investment Management | $48,241 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $14,022 |
CARLSMITH BALL LLP9+ years Filed as: CARLSMITH BALL Service code 29 · EIN 99-0035220 | Legal | $12,101 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 9.09% | 9.71%-0.6pp | 32.33%-23.2pp | 9.11%0pp |
| Employer contribution / active EE | $2,019 | $7,317-72.4% | $33,964-94.1% | $12,231-83.5% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |