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, LLC8+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $2,103,731 |
Service code 15 · EIN 42-0127290 | Recordkeeping | $1,882,849 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 13-3040307 | Investment Management | $1,578,277 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 04-2683227 | Investment Management | $989,513 |
Filed as: BRANDYWINE GLOBAL INV MGT LLC Service code 28 · EIN 51-0294065 | Investment Management | $916,063 |
TIMES SQUARE CAPITAL MANAGEMENT8+ years Service code 28 · EIN 20-1665304 | Investment Management | $815,269 |
Service code 28 · EIN 76-0404933 | Investment Management | $738,735 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 28 · EIN 95-2642764 | Investment Management | $738,663 |
WESTWOOD TRUST8+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 · EIN 13-3160186 | Investment Management | $601,728 |
Filed as: AMERIPRISE TRUST CO. Service code 25 · EIN 41-0007957 | Directed Trustee | $516,366 |
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 | $166,103 | $118,441+40.2% | $151,634+9.5% | $89,433+85.7% |
| Participation rate | 98.1% | 88.0%+10.1pp | 87.5%+10.6pp | 71.3%+26.9pp |
| Annual return | -15.91% | -9.10%-6.8pp | 3.32%-19.2pp | -11.88%-4.0pp |
| Employer contribution / active EE | $8,259 | $4,770+73.1% | $6,165+34.0% | $3,021+173.4% |
| Participant deferral / active EE | $9,401 | $7,648+22.9% | $8,363+12.4% | $5,125+83.4% |
| Admin fee / account holder | $339 | $90+278.1% | $11,614-97.1% | $79+326.7% |