Filed April 22, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BAILLIE GIFFORD & CO. Service code 28 780 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $3,445,710 |
AON CONSULTING6+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $1,906,952 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $972,286 |
Filed as: CAMBRIDGE ASSOCIATES Service code 16 125 HIGH STREET · BOSTON, MA 02110 | Consulting | $445,200 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $200,551 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES HY FUND Service code 28 · EIN 39-6797388 | Investment Management | $188,821 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 28 · EIN 13-3200244 420 MONTGOMERY STREET · SAN FRANCISO, CA 94104 | Investment Management | $144,275 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 255 STATE STREET · BOSTON, MA 02109 | Consulting | $122,500 |
THE CARLYLE GROUP2 years Service code 28 600 TRAVIS ST, · HOUSTON, TX 77002 | Investment Management | $87,675 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISOR Service code 21 ONE IRON STREET · BOSTON, MA 02210 | Bank Trustee | $74,488 |
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Auditor signed off without reservation - the cleanest possible opinion.
| 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 | 10.42% | 13.80%-3.4pp | 90.61%-80.2pp | 13.80%-3.4pp |
| Employer contribution / active EE | $5,068 | $10,386-51.2% | $32,730-84.5% | $10,386-51.2% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |