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 |
|---|---|---|
SANDS CAPITAL MANAGEMENT, LLC5+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $2,054,872 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,046,823 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INVESTMENT MGT Service code 28 · EIN 13-3040307 | Investment Management | $1,215,230 |
Service code 28 · EIN 76-0409332 | Investment Management | $925,533 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY .LLP Service code 28 · EIN 04-2683227 | Investment Management | $866,048 |
Filed as: BRANDYWINE GLOBAL INV MGT LLC Service code 28 · EIN 51-0294065 | Investment Management | $841,570 |
TIMES SQUARE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 20-1665304 | Investment Management | $815,580 |
Service code 28 · EIN 13-3200244 | Investment Management | $741,550 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 28 · EIN 95-2642764 | Investment Management | $694,155 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $607,283 |
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 | $178,884 | $121,259+47.5% | $162,185+10.3% | $89,609+99.6% |
| Participation rate | 96.1% | 90.0%+6.1pp | 87.6%+8.5pp | 69.6%+26.5pp |
| Annual return | 22.86% | 22.23%+0.6pp | 115.61%-92.8pp | 33.65%-10.8pp |
| Employer contribution / active EE | $8,410 | $4,435+89.6% | $5,613+49.8% | $2,584+225.4% |
| Participant deferral / active EE | $8,137 | $6,620+22.9% | $7,297+11.5% | $4,222+92.7% |
| Admin fee / account holder | $369 | $101+266.2% | $10,844-96.6% | $72+415.4% |