Filed January 1, 2012 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACADIAN GLOBAL MANAGED VOLATILITY Service code 28 · EIN 26-2107163 | Investment Management | $80,379 |
Filed as: GRYPHON INTERNATIONAL INVESTMENT Service code 27 · EIN 98-0432908 | Advisory (Plan) | $68,587 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $52,861 |
Filed as: ACADIAN ASSET MANAGEMENT HQ Service code 28 · EIN 20-5736845 | Investment Management | $46,582 |
INVESCO2 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $26,532 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $20,401 |
RHUMBLINE ADVISORS1 year Filed as: RHUMBLINE Service code 49 · EIN 26-0137355 | Other Services | $19,025 |
LINDSELL TRAIN LIMITED1 year Filed as: LINDSELL TRAIN GLOBAL EQUITY LLC Service code 28 · EIN 35-2496423 | Investment Management | $17,833 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 11.70% | 10.11%+1.6pp | 10.75%+1.0pp | 11.84%-0.1pp |
| Employer contribution / active EE | $0 | $14,976-100.0% | $35,170-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |