Filed December 30, 2014 (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 |
|---|---|---|
THE LONDON COMPANY1+ years Service code 51 · EIN 54-1703318 | Investment Mgmt Fees | $47,205 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $43,234 |
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL Service code 51 · EIN 26-3165863 | Investment Mgmt Fees | $26,781 |
THIRD AVENUE1+ years Filed as: THIRD AVENUE MANAGEMENT Service code 99 · EIN 01-0690900 | Other Fees | $26,662 |
D. F. DENT & COMPANY, INC.1+ years Filed as: D.F. DENT & COMPANY, INC. Service code 99 · EIN 52-1045317 | Other Fees | $22,677 |
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON ASSET MANAGEMENT, INC Service code 51 · EIN 13-4169008 | Investment Mgmt Fees | $19,904 |
DEPRINCE, RACE & ZOLLO1+ years Service code 51 · EIN 59-3299598 | Investment Mgmt Fees | $18,572 |
KEITER1+ years Service code 10 · EIN 54-1631262 | Accounting | $15,383 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS Service code 11 · EIN 20-2061505 | Actuarial | $10,580 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $8,233 |
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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 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | -2.25% | -2.03%-0.2pp | -2.90%+0.7pp | -7.14%+4.9pp |
| Employer contribution / active EE | $15,909 | $10,249+55.2% | $27,990-43.2% | $14,613+8.9% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |