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 |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $302,867 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $65,100 |
KILTEARN PARTNERS LLP2+ years Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 51 651 HOLIDAY DRIVE, SUITE 300 · PITTSBURGH, PA 15220 | Investment Mgmt Fees | $57,711 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J. P. MORGAN--SPRUCE GROVE Service code 51 · EIN 13-6724804 | Investment Mgmt Fees | $30,381 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 51 · EIN 59-2385219 499 PARK AVENUE, 17TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $28,959 |
VULCAN VALUE PARTNERS2+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 51 THREE PROTECTIVE CENTER · BIRMINGHAM, AL 35223 | Investment Mgmt Fees | $28,323 |
CORNERSTONE WEALTH GROUP2+ years Filed as: CORNERSTONE CAPITAL MANAGEMENT LLC Service code 51 · EIN 41-1763532 | Investment Mgmt Fees | $25,260 |
ACADIAN ASSET MANAGEMENT LLC2+ years Service code 51 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $19,689 |
ITHAKA GROUP, LLC2+ years Filed as: THE ITHAKA GROUP Service code 51 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Investment Mgmt Fees | $13,393 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET INTERNATIONAL Service code 51 200 CLARENDON STREET 30TH FLOOR · BOSTON, MA 02116 | Investment Mgmt Fees | $12,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 6.52% | 9.41%-2.9pp | 5.00%+1.5pp | 9.19%-2.7pp |
| Employer contribution / active EE | $970 | $8,353-88.4% | $35,918-97.3% | $12,608-92.3% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |