Filed June 26, 2012 (most recent of 5 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 |
|---|---|---|
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $61,517 |
WILLIAM BLAIR1 year Service code 28 · EIN 47-2614791 | Investment Management | $15,472 |
Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $11,121 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 84-6391546 | Investment Management | $7,169 |
US BANK1 year Service code 19 · EIN 31-0841368 | Securities Custodian | $6,773 |
Filed as: LEGAL & GENERAL AMERICA, INC Service code 28 · EIN 52-1236150 | Investment Management | $5,915 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 15.66% | 10.64%+5.0pp | 90.61%-74.9pp | 11.45%+4.2pp |
| Employer contribution / active EE | $1,606 | $11,339-85.8% | $32,730-95.1% | $17,219-90.7% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |