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 RESEARCH3+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 51 · EIN 56-2457107 | Investment Mgmt Fees | $596,860 |
MERCER3+ years Service code 11 · EIN 13-2836900 | Actuarial | $491,652 |
SANDERSON ASSET MANAGEMENT3+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 51 · EIN 13-4169008 | Investment Mgmt Fees | $250,729 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $229,581 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: EDGBASTON INVESTMENT PARTNERS, LLP Service code 51 | Investment Mgmt Fees | $212,954 |
INCOME RESEARCH & MANAGEMENT3+ years Service code 10 · EIN 04-2955404 | Accounting | $163,077 |
HS MANAGEMENT PARTNERS, LLC3+ years Filed as: HS MANAGEMENT PARTNERS Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $156,559 |
Filed as: SCHROEDER INVESTMENT MANAGEMENT LTD Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $139,140 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 51 · EIN 06-1439577 | Investment Mgmt Fees | $137,938 |
VULCAN VALUE PARTNERS3+ years Service code 51 · EIN 39-2051712 | Investment Mgmt Fees | $134,217 |
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 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 14.89% | 14.29%+0.6pp | 10.16%+4.7pp | 1057.21%-1042.3pp |
| Employer contribution / active EE | $4,711 | $6,552-28.1% | $33,192-85.8% | $14,374-67.2% |
| Participant deferral / active EE | $0 | $216-100.0% | $66-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |