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) | $143,883 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $78,346 |
KILTEARN PARTNERS LLP4+ years Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 51 651 HOLIDAY DRIVE, SUITE 300 · PITTSBURGH, PA 15220 | Investment Mgmt Fees | $67,611 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL LP Service code 51 200 CLARENDON STREET 30TH FLOOR · BOSTON, MA 02116 | Investment Mgmt Fees | $41,467 |
VULCAN VALUE PARTNERS4+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 51 THREE PROTECTIVE CENTER · BIRMINGHAM, AL 35223 | Investment Mgmt Fees | $29,476 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: J. P. MORGAN--SPRUCE GROVE Service code 51 · EIN 13-6724804 | Investment Mgmt Fees | $21,963 |
Filed as: MAHOUT GLOBAL EMERGING MARKETS Service code 51 · EIN 20-6762882 1313 N. MARKET STREET · WILMINGTON, DE 19801 | Investment Mgmt Fees | $17,461 |
EAGLE CAPITAL MANAGEMENT, LLC4+ 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 | $16,939 |
Filed as: VAUGHAN NELSON INVESTMENT MANAGEMEN Service code 51 · EIN 04-3304963 600 TRAVIS STREET · HOUSTON, TX 77002 | Investment Mgmt Fees | $15,921 |
Filed as: BRIGHTHOUSE FINANCIAL Service code 21 · EIN 06-0566090 2300 LAKEVIEW PARKWAY · ALPHARETTA, GA 30009 | Bank Trustee | $6,687 |
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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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -5.50% | 9.64%-15.1pp | -102.04%+96.5pp | 33.37%-38.9pp |
| Employer contribution / active EE | $2,901 | $8,034-63.9% | $36,232-92.0% | $11,253-74.2% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |