Filed March 28, 2014 (most recent of 7 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 |
|---|---|---|
CORNERSTONE WEALTH GROUP1+ years Filed as: CORNERSTONE CAPITAL MANAGEMENT LLC Service code 51 · EIN 41-1763532 | Investment Mgmt Fees | $124,435 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $95,530 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 51 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $90,422 |
GOLDMAN SACHS1+ years Filed as: MAYO INVESTMENT ADVISERS LLC Service code 51 · EIN 04-3582798 | Investment Mgmt Fees | $88,139 |
NEW AMSTERDAM PARTNERS LLC1+ years Service code 51 · EIN 13-3858008 | Investment Mgmt Fees | $72,714 |
TWC FUNDS1+ years Filed as: TWC ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-2642764 | Investment Mgmt Fees | $72,714 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J. P. MORGAN--SPRUCE GROVE Service code 51 · EIN 13-6724804 | Investment Mgmt Fees | $72,465 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 51 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $39,994 |
KILTEARN PARTNERS LLP1+ years Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 51 651 HOLIDAY DRIVE, SUITE 300 · PITTSBURGH, PA 15220 | Investment Mgmt Fees | $27,729 |
VULCAN VALUE PARTNERS1+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 51 THREE PROTETIVE CENTER · BIRMINGHAM, AL 35223 | Investment Mgmt Fees | $14,300 |
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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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 0.46% | 4.01%-3.5pp | -2.01%+2.5pp | 1.67%-1.2pp |
| Employer contribution / active EE | $2,946 | $6,352-53.6% | $34,453-91.4% | $10,506-72.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |