Filed September 11, 2012 (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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 51 · EIN 56-2457107 | Investment Mgmt Fees | $638,697 |
MERCER1+ years Service code 11 · EIN 13-2836900 | Actuarial | $567,609 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $183,938 |
JOHCM (USA) INC.1+ years Filed as: J.O. HAMBRO CAPITAL MANAGEMENT Service code 51 · EIN 80-0909140 | Investment Mgmt Fees | $151,813 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 10 · EIN 04-2955404 | Accounting | $150,371 |
HS MANAGEMENT PARTNERS, LLC1+ years Filed as: HS MANAGEMENT PARTNERS Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $146,841 |
FIRST STATE TRUST COMPANY1+ years Filed as: FIRST STATE INVESTMENTS GROUP TRUST Service code 51 · EIN 20-6762882 | Investment Mgmt Fees | $135,756 |
Filed as: SCHROEDER INVESTMENT MANAGEMENT LTD Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $134,620 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 51 · EIN 06-1439577 | Investment Mgmt Fees | $132,828 |
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 51 · EIN 13-4169008 | Investment Mgmt Fees | $124,826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | -3.81% | -1.20%-2.6pp | -2.01%-1.8pp | -0.08%-3.7pp |
| Employer contribution / active EE | $3,283 | $5,696-42.4% | $34,453-90.5% | $7,991-58.9% |
| Participant deferral / active EE | $0 | $79-100.0% | $34-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |