Filed December 25, 2013
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT ASSOCIATES Service code 28 · EIN 36-2235791 | Investment Management | $356,073 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Service code 28 · EIN 22-3367558 | Investment Management | $148,825 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386699 | Investment Management | $118,212 |
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $58,588 |
DIAMOND HILL1 year Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $50,203 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $32,118 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 36-3707782 | Investment Management | $17,005 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 13.37% | 15.82%-2.4pp | 16.78%-3.4pp | 17.84%-4.5pp |
| Employer contribution / active EE | $1,768 | $19,885-91.1% | $26,328-93.3% | $14,688-88.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |