Filed August 2, 2012 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 28 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $623,796 |
Service code 28 · EIN 36-7045783 780 3RD AVENUE, 42ND FLOOR · NEW YORK, NY 10017 | Investment Management | $151,335 |
KENNEDY CAPITAL MANAGEMENT4+ years Service code 28 10829 OLIVE BOULEVARD, SUITE 100 · SAINT LOUIS, MO 63141 | Investment Management | $92,742 |
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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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 7.32% | 34.64%-27.3pp | 20.73%-13.4pp | 21.83%-14.5pp |
| Employer contribution / active EE | $3,568 | $7,654-53.4% | $36,503-90.2% | $12,237-70.8% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |