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.
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| Provider | Service type | Compensation |
|---|---|---|
SANDS CAPITAL MANAGEMENT, LLC7+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $2,688,089 |
Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 13-3040307 | Investment Management | $1,579,477 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,329,864 |
Service code 28 · EIN 76-0409332 | Investment Management | $1,211,935 |
Filed as: BRANDYWINE GLOBAL INV MGT LLC Service code 28 · EIN 51-0294065 | Investment Management | $1,053,009 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 04-2683227 | Investment Management | $1,031,444 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 28 · EIN 95-2642764 | Investment Management | $893,548 |
Service code 28 · EIN 13-3200244 | Investment Management | $860,237 |
TIMES SQUARE CAPITAL MANAGEMENT7+ years Service code 28 · EIN 20-1665304 | Investment Management | $856,753 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $696,706 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,843 | $143,889+57.0% | $189,513+19.2% | $106,520+112.0% |
| Participation rate | 97.6% | 89.1%+8.5pp | 87.8%+9.8pp | 71.3%+26.3pp |
| Annual return | 14.48% | 17.38%-2.9pp | 555.15%-540.7pp | 19.28%-4.8pp |
| Employer contribution / active EE | $8,568 | $4,416+94.0% | $6,162+39.1% | $2,840+201.7% |
| Participant deferral / active EE | $9,682 | $7,575+27.8% | $8,221+17.8% | $4,948+95.7% |
| Admin fee / account holder | $435 | $98+343.3% | $12,045-96.4% | $75+484.4% |