Filed February 7, 2008
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 |
|---|---|---|
SHAMROCK CAPITAL ADVISORS2 years Service code 52 | Indirect Investment Fees | $16,142,163 |
HAJOCA CORPORATION5+ years Service code 14 · EIN 23-2203401 | Plan Administrator | $899,159 |
THE BRYN MAWR TRUST COMPANY5+ years Filed as: BRYN MAWR TRUST Service code 15 · EIN 23-0441580 | Recordkeeping | $349,406 |
AON CONSULTING5+ years Service code 11 · EIN 23-2293237 | Actuarial | $205,835 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 49 · EIN 04-2691242 | Other Services | $180,233 |
MANSON ROOFING1 year Service code 49 P.O. BOX 9048 · BRADENTON, FL 34206 | Other Services | $135,821 |
ANGELES INVESTMENT ADVISORS, LLC5+ years Service code 28 429 SANTA MONICA BLVD. · SANTA MONICA, CA 904013424 | Investment Management | $120,016 |
CHSO PARTNERS II, LLC3 years Service code 52 | Indirect Investment Fees | $65,819 |
CIRCLE PENSION INC.1 year Filed as: CIRCLE G ROOFING Service code 49 7349 N PASEO DEL SUR · SCOTTSDALE, AZ 85258 | Other Services | $46,600 |
XLCR ADVISORS LLC1 year Service code 28 · EIN 80-0724789 | Investment Management | $44,373 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 13.76% | 22.40%-8.6pp | 29.77%-16.0pp | 21.83%-8.1pp |
| Employer contribution / active EE | $2,849 | $13,519-78.9% | $33,607-91.5% | $12,237-76.7% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |