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 BARNEY6+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $483,387 |
HARRISON STREET6+ years Service code 28 · EIN 80-0762141 | Investment Management | $483,054 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $452,589 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $441,929 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185492 | Investment Management | $380,628 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 36-2214610 | Investment Management | $366,315 |
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $321,200 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $297,588 |
LINDSELL TRAIN LIMITED1 year Filed as: LINDSELL TRAIN Service code 28 · EIN 35-2496423 | Investment Management | $243,400 |
WESTWOOD TRUST6+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 · EIN 13-3160186 | Investment Management | $235,112 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 11.32% | 12.07%-0.8pp | 8.95%+2.4pp | 15.63%-4.3pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |