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 RESEARCH5+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 51 · EIN 56-2457107 | Investment Mgmt Fees | $786,680 |
MERCER5+ years Service code 11 · EIN 13-2836900 | Actuarial | $707,235 |
MARATHON ASSET MANAGEMENT5+ years Service code 51 · EIN 95-4328983 | Investment Mgmt Fees | $411,102 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $253,993 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: EDGBASTON INVESTMENT PARTNERS, LLP Service code 51 | Investment Mgmt Fees | $220,705 |
INCOME RESEARCH & MANAGEMENT5+ years Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $174,215 |
Filed as: SCHRODERS INVESTMENT MANAGEMENT LTD Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $164,066 |
HS MANAGEMENT PARTNERS, LLC5+ years Filed as: HS MANAGEMENT PARTNERS Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $135,601 |
IRIDIAN ASSET MANAGEMENT, LLC5+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 51 · EIN 06-1439577 | Investment Mgmt Fees | $125,978 |
VULCAN VALUE PARTNERS5+ years Service code 51 · EIN 39-2051712 | Investment Mgmt Fees | $109,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 18.17% | 15.39%+2.8pp | 20.73%-2.6pp | 24.48%-6.3pp |
| Employer contribution / active EE | $3,647 | $7,237-49.6% | $36,503-90.0% | $9,418-61.3% |
| Participant deferral / active EE | $0 | $263-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |