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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT ASSOCIATES Service code 28 · EIN 36-2235791 | Investment Management | $266,678 |
SYSTEMATIC FINANCIAL MANAGEMENT3+ years Service code 28 · EIN 22-3367558 | Investment Management | $138,561 |
EARNEST PARTNERS, LLC3+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386699 | Investment Management | $114,471 |
DIAMOND HILL2 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $79,605 |
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $41,737 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $30,372 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -6.41% | 201.32%-207.7pp | 12.68%-19.1pp | 33.37%-39.8pp |
| Employer contribution / active EE | $2,579 | $10,877-76.3% | $22,860-88.7% | $11,253-77.1% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |