Filed February 25, 2014 (most recent of 4 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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVESTMENT MGMT CAYMAN Service code 51 | Investment Mgmt Fees | $894,755 |
Service code 28 · EIN 52-1200960 | Investment Management | $491,350 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT GROUP (U.S.) Service code 28 · EIN 56-2475915 | Investment Management | $346,145 |
Service code 28 · EIN 46-1469741 | Investment Management | $294,770 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $169,626 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $147,268 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $85,449 |
Service code 28 · EIN 46-3735749 | Investment Management | $49,130 |
FINTAN PARTNERS LLC2 years Service code 51 · EIN 20-2379035 | Investment Mgmt Fees | $33,330 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON EMERGING MARKETS BOND FUND Service code 52 ONE BRYANT PARK, 38TH FLOOR · NEW YORK, NY 10036 | Indirect Investment Fees | $0 |
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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 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 16.87% | 14.29%+2.6pp | 10.16%+6.7pp | 1057.21%-1040.3pp |
| Employer contribution / active EE | $14,071 | $6,552+114.7% | $33,192-57.6% | $14,374-2.1% |
| Participant deferral / active EE | $0 | $216-100.0% | $66-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |