Filed January 16, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $484,554 |
Filed as: SILCHESTER INTERN'L INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $417,368 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON LLP Service code 11 · EIN 53-0181291 | Actuarial | $402,285 |
SOUND SHORE3+ years Filed as: SOUND SHORE MANAGEMENT INC. Service code 28 · EIN 13-2509799 | Investment Management | $401,971 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $383,502 |
Service code 28 · EIN 98-0457328 | Investment Management | $308,944 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR & CO. LLC Service code 28 · EIN 36-2214610 | Investment Management | $281,559 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-1557450 | Investment Management | $268,579 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-1592157 | Securities Custodian | $217,134 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 · EIN 13-6038770 | Investment Management | $180,015 |
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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 16.68% | 19.60%-2.9pp | 11.12%+5.6pp | 17.84%-1.2pp |
| Employer contribution / active EE | $12 | $16,438-99.9% | $22,651-99.9% | $14,688-99.9% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |