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, LLC6+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $2,241,816 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,828,911 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INVESTMENT MGT Service code 28 · EIN 13-3040307 | Investment Management | $1,297,582 |
Service code 28 · EIN 76-0409332 | Investment Management | $963,254 |
Filed as: BRANDYWINE GLOBAL INV MGT LLC Service code 28 · EIN 51-0294065 | Investment Management | $874,600 |
Service code 28 · EIN 13-3200244 | Investment Management | $795,709 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 28 · EIN 95-2642764 | Investment Management | $745,607 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 04-2683227 | Investment Management | $739,664 |
TIMES SQUARE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 20-1665304 | Investment Management | $688,027 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $577,209 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,186 | $139,268+48.1% | $177,839+15.9% | $106,273+94.0% |
| Participation rate | 97.9% | 91.6%+6.3pp | 87.7%+10.1pp | 70.8%+27.1pp |
| Annual return | 16.20% | 17.20%-1.0pp | 48.33%-32.1pp | 21.70%-5.5pp |
| Employer contribution / active EE | $8,367 | $4,832+73.1% | $5,919+41.4% | $2,722+207.3% |
| Participant deferral / active EE | $9,085 | $7,227+25.7% | $7,714+17.8% | $4,601+97.4% |
| Admin fee / account holder | $381 | $97+293.6% | $12,432-96.9% | $78+386.4% |