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, LLC9+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $2,200,579 |
Service code 15 · EIN 42-0127290 | Recordkeeping | $2,037,125 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 13-3040307 | Investment Management | $1,675,775 |
THE LONDON COMPANY2 years Service code 28 · EIN 90-0824693 | Investment Management | $1,056,031 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 04-2683227 | Investment Management | $972,791 |
TIMES SQUARE CAPITAL MANAGEMENT9+ years Service code 28 · EIN 20-1665304 | Investment Management | $831,321 |
Filed as: BRANDYWINE GLOBAL INV MGT LLC Service code 28 · EIN 51-0294065 | Investment Management | $808,652 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 28 · EIN 95-2642764 | Investment Management | $735,706 |
WESTWOOD TRUST9+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 · EIN 13-3160186 | Investment Management | $594,416 |
Service code 28 · EIN 13-3200244 | Investment Management | $519,348 |
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 | $205,696 | $135,240+52.1% | $170,055+21.0% | $96,393+113.4% |
| Participation rate | 98.2% | 86.5%+11.7pp | 87.0%+11.2pp | 71.3%+26.9pp |
| Annual return | 19.11% | 22.04%-2.9pp | 53.43%-34.3pp | 22.88%-3.8pp |
| Employer contribution / active EE | $10,587 | $5,029+110.5% | $6,790+55.9% | $3,239+226.9% |
| Participant deferral / active EE | $11,651 | $8,138+43.2% | $10,410+11.9% | $5,455+113.6% |
| Admin fee / account holder | $350 | $85+312.1% | $12,828-97.3% | $74+373.6% |