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 |
|---|---|---|
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 |
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% |