Filed November 15, 2013 (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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,767,226 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $1,919,674 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 20-1665304 | Investment Management | $1,120,722 |
Filed as: MORGAN STANLEY INVESTMENT MGT Service code 28 · EIN 13-3040307 | Investment Management | $1,031,680 |
Filed as: BRANDYWINE GLOBAL INV MGT LLC Service code 28 · EIN 51-0294065 | Investment Management | $830,295 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MGT COMPANY, LLP Service code 28 · EIN 04-2683227 | Investment Management | $758,347 |
WESTWOOD TRUST3+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 · EIN 13-3160186 | Investment Management | $756,226 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $751,312 |
Service code 28 · EIN 76-0409332 | Investment Management | $694,717 |
Service code 28 · EIN 13-3200244 | Investment Management | $663,791 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,061 | $112,134+49.9% | $149,721+12.2% | $80,976+107.5% |
| Participation rate | 97.1% | 87.3%+9.8pp | 87.1%+10.0pp | 68.3%+28.8pp |
| Annual return | 18.85% | 17.23%+1.6pp | 1501.67%-1482.8pp | 22.91%-4.1pp |
| Employer contribution / active EE | $12,014 | $3,991+201.0% | $5,444+120.7% | $2,402+400.1% |
| Participant deferral / active EE | $8,187 | $6,036+35.6% | $6,568+24.6% | $3,848+112.8% |
| Admin fee / account holder | $410 | $109+275.6% | $11,282-96.4% | $67+508.0% |