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 |
|---|---|---|
Service code 15 · EIN 42-0127290 | Recordkeeping | $2,009,783 |
Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $1,918,448 |
THE LONDON COMPANY3 years Service code 28 · EIN 90-0824693 | Investment Management | $1,743,432 |
Filed as: ATLANTA CAPITAL HIGH QUALITY FOC Service code 28 · EIN 58-2236910 | Investment Management | $1,218,851 |
WILLIAM BLAIR1 year Service code 28 · EIN 47-2614791 | Investment Management | $1,216,858 |
BRANDYWINE GLOBAL INVESTMENT MGMT10+ years Filed as: BRANDYWINE GLOBAL INV MGMT LLC Service code 28 · EIN 51-0294065 | Investment Management | $1,047,394 |
WESTWOOD TRUST1 year Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $1,041,899 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT CO LLC Service code 28 · EIN 04-2683227 | Investment Management | $852,612 |
Service code 28 · EIN 13-3200244 | Investment Management | $590,867 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Filed as: AMERIPRISE TRUST CO. Service code 25 · EIN 41-0007957 | Directed Trustee | $459,903 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,793 | $152,104+56.3% | $184,203+29.1% | $106,382+123.5% |
| Participation rate | 97.1% | 85.9%+11.2pp | 86.8%+10.2pp | 69.9%+27.2pp |
| Annual return | 17.00% | 20.70%-3.7pp | 28.81%-11.8pp | 17.37%-0.4pp |
| Employer contribution / active EE | $10,702 | $5,326+100.9% | $6,427+66.5% | $3,364+218.2% |
| Participant deferral / active EE | $12,155 | $8,559+42.0% | $9,131+33.1% | $5,569+118.3% |
| Admin fee / account holder | $363 | $103+253.8% | $13,901-97.4% | $79+358.1% |