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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 13-3040307 | Investment Management | $2,159,053 |
Service code 15 · EIN 42-0127290 | Recordkeeping | $1,964,096 |
THE LONDON COMPANY4 years Service code 28 · EIN 90-0824693 | Investment Management | $1,848,195 |
WILLIAM BLAIR2 years Service code 28 · EIN 47-2614791 | Investment Management | $1,506,918 |
ATLANTA CAPITAL MANAGEMENT3 years Filed as: ATLANTA CAPITAL HIGH QUALITY FOCUSE Service code 28 · EIN 58-2236910 | Investment Management | $1,297,637 |
Filed as: BRANDYWINE GLOBAL INV MGT LLC Service code 28 · EIN 51-0294065 | Investment Management | $1,149,501 |
WELLINGTON TRUST COMPANY11+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 04-2683227 | Investment Management | $1,014,689 |
WESTWOOD TRUST11+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 · EIN 13-3160186 | Investment Management | $984,576 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Service code 28 · EIN 13-3200244 | Investment Management | $648,369 |
AMERIPRISE FINANCIAL SERVICES INC11+ years Filed as: AMERIPRISE TRUST CO. Service code 25 · EIN 41-0007957 | Directed Trustee | $406,771 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,994 | $165,320+62.7% | $211,142+27.4% | $165,320+62.7% |
| Participation rate | 97.4% | 81.8%+15.6pp | 87.3%+10.1pp | 81.8%+15.6pp |
| Annual return | 17.26% | 12.93%+4.3pp | 46.84%-29.6pp | 12.93%+4.3pp |
| Employer contribution / active EE | $11,156 | $4,428+152.0% | $6,442+73.2% | $4,428+152.0% |
| Participant deferral / active EE | $12,947 | $7,228+79.1% | $9,284+39.5% | $7,228+79.1% |
| Admin fee / account holder | $368 | $137+167.9% | $19,076-98.1% | $137+167.9% |