Filed March 7, 2014
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 |
|---|---|---|
361 CAPITAL LLC1 year Service code 28 · EIN 20-2604625 | Investment Management | $13,942 |
Filed as: THORNBURG INVESTMENT MANAGEMENT INC Service code 28 · EIN 85-0301299 | Investment Management | $8,947 |
CAMBIAR INVESTORS LLC3+ years Service code 28 · EIN 84-1596610 | Investment Management | $7,864 |
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Annual investment return 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 | $1,723,788-100.0% | $1,867,444-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 11.3%-11.3pp | 1.9%-1.9pp |
| Annual return | 7.60% | 23.90%-16.3pp | 9.84%-2.2pp | 23.90%-16.3pp |
| Employer contribution / active EE | $9,131 | $16,539-44.8% | $50,102-81.8% | $16,539-44.8% |
| Participant deferral / active EE | $0 | $350-100.0% | $612-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $18,647-100.0% | $18,975-100.0% |