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 13-6038770 | Investment Management | $548,883 |
SOUND SHORE4+ years Filed as: SOUND SHORE MANAGEMENT INC. Service code 28 · EIN 13-2509799 | Investment Management | $400,794 |
Filed as: SILCHESTER INTERN'L INVESTORS LLP Service code 27 · EIN 36-7045783 | Advisory (Plan) | $361,008 |
Service code 28 · EIN 98-0457328 | Investment Management | $324,662 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR & CO. LLC Service code 28 · EIN 36-2214610 | Investment Management | $278,043 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $274,272 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON LLP Service code 11 · EIN 53-0181291 | Actuarial | $264,883 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 56-1557450 | Investment Management | $262,646 |
PIMCO FUNDS4+ years Service code 28 · EIN 26-4238159 | Investment Management | $191,500 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-1592157 | Securities Custodian | $167,900 |
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% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -5.22% | -5.10%-0.1pp | -6.55%+1.3pp | 33.37%-38.6pp |
| Employer contribution / active EE | $14 | $17,560-99.9% | $21,653-99.9% | $11,253-99.9% |
| Participant deferral / active EE | $0 | $304-100.0% | $160-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |