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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2836900 | Actuarial | $977,794 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 51 · EIN 56-2457107 | Investment Mgmt Fees | $477,262 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: EDGBASTON INVESTMENT PARTNERS, LLP Service code 51 | Investment Mgmt Fees | $343,542 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $212,026 |
HS MANAGEMENT PARTNERS, LLC4+ years Filed as: HS MANAGEMENT PARTNERS Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $169,192 |
INCOME RESEARCH & MANAGEMENT4+ years Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $169,151 |
Filed as: SCHROEDER INVESTMENT MANAGEMENT LTD Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $168,837 |
MARATHON ASSET MANAGEMENT4+ years Service code 51 · EIN 95-4328983 | Investment Mgmt Fees | $167,497 |
IRIDIAN ASSET MANAGEMENT, LLC4+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 51 · EIN 06-1439577 | Investment Mgmt Fees | $154,622 |
VULCAN VALUE PARTNERS4+ years Service code 51 · EIN 39-2051712 | Investment Mgmt Fees | $148,233 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -19.44% | -0.93%-18.5pp | -102.04%+82.6pp | -1.95%-17.5pp |
| Employer contribution / active EE | $3,300 | $6,242-47.1% | $36,232-90.9% | $9,243-64.3% |
| Participant deferral / active EE | $0 | $325-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |