Filed December 22, 2015 (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 |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: CORBIN CAPITAL PARTNERS, L.P. Service code 28 · EIN 30-0299433 | Investment Management | $292,129 |
FRANKLIN TEMPLETON2+ years Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 · EIN 13-4087311 | Investment Management | $203,983 |
Service code 28 · EIN 45-2531297 | Investment Management | $191,969 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $137,941 |
CORTINA2+ years Filed as: CORTINA ASSET MANAGEMENT, LLC Service code 28 · EIN 56-2450074 | Investment Management | $62,901 |
VAUGHAN NELSON INVESTMENT MGMT2+ years Filed as: VAUGHN NELSON INVESTMENT MGMT LP Service code 28 · EIN 04-3304963 | Investment Management | $60,104 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 39-6436442 | Securities Custodian | $59,017 |
ACADIAN ASSET MANAGEMENT LLC2+ years Service code 28 · EIN 04-2929221 | Investment Management | $45,101 |
MARQUETTE ASSOCIATES1 year Service code 28 · EIN 36-3485298 | Investment Management | $40,095 |
Service code 28 · EIN 04-2955404 | Investment Management | $32,258 |
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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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 15.48% | 26.60%-11.1pp | 10.16%+5.3pp | 17.84%-2.4pp |
| Employer contribution / active EE | $27,183 | $7,232+275.9% | $33,192-18.1% | $14,688+85.1% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |