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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $854,843 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $549,074 |
HARRISON STREET3+ years Service code 28 · EIN 80-0762141 | Investment Management | $486,778 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $451,604 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $407,158 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 36-2214610 | Investment Management | $404,185 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $384,145 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185492 | Investment Management | $359,437 |
WESTWOOD TRUST3+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 · EIN 13-3160186 | Investment Management | $296,565 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $235,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 3.49% | -1.92%+5.4pp | -2.18%+5.7pp | 73.13%-69.6pp |
| Employer contribution / active EE | $54 | $10,821-99.5% | $38,751-99.9% | $8,421-99.4% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |