Filed December 22, 2015
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| Provider | Service type | Compensation |
|---|---|---|
PARK PLACE CAPITAL MANAGEMENT1+ years Service code 27 · EIN 39-1520292 | Advisory (Plan) | $63,666 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 27 · EIN 98-0202744 | Advisory (Plan) | $8,141 |
CHARLES SCHWAB & CO., INC.1+ years Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $7,426 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 27 · EIN 23-3061021 | Advisory (Plan) | $6,306 |
APEX CAPITAL MANAGEMENT1+ years Filed as: APEX CAPITAL MANAGEMENT INC Service code 27 · EIN 31-1198068 | Advisory (Plan) | $1,839 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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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 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -1.61% | -1.73%+0.1pp | -3.43%+1.8pp | -7.14%+5.5pp |
| Employer contribution / active EE | $3,896 | $18,310-78.7% | $25,607-84.8% | $14,613-73.3% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |