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 |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2836900 | Actuarial | $715,884 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 51 · EIN 56-2457107 | Investment Mgmt Fees | $645,372 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: EDGBASTON INVESTMENT PARTNERS, LLP Service code 51 | Investment Mgmt Fees | $525,330 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $511,086 |
INCOME RESEARCH & MANAGEMENT6+ years Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $181,998 |
Filed as: SCHRODERS INVESTMENT MANAGEMENT LTD Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $152,415 |
VULCAN VALUE PARTNERS6+ years Service code 51 · EIN 39-2051712 | Investment Mgmt Fees | $103,911 |
HS MANAGEMENT PARTNERS, LLC6+ years Filed as: HS MANAGEMENT PARTNERS Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $99,820 |
IRIDIAN ASSET MANAGEMENT, LLC6+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 51 · EIN 06-1439577 | Investment Mgmt Fees | $89,995 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $76,456 |
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 12.67% | 117.00%-104.3pp | 90.61%-77.9pp | 5230.06%-5217.4pp |
| Employer contribution / active EE | $3,282 | $5,915-44.5% | $32,730-90.0% | $10,491-68.7% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |