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 | $532,909 |
Filed as: SILCHESTER INTERN'L INVESTORS LLP Service code 27 · EIN 36-7045783 | Advisory (Plan) | $344,170 |
SOUND SHORE5+ years Filed as: SOUND SHORE MANAGEMENT INC. Service code 28 · EIN 13-2509799 | Investment Management | $340,389 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON LLP Service code 11 · EIN 53-0181291 | Actuarial | $311,424 |
Service code 28 · EIN 98-0457328 | Investment Management | $293,154 |
WILLIAM BLAIR5+ years Filed as: WILLIAM BLAIR & CO. LLC Service code 28 · EIN 36-2214610 | Investment Management | $251,024 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $243,306 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-1592157 | Securities Custodian | $238,912 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 56-1557450 | Investment Management | $229,920 |
PIMCO FUNDS5+ years Service code 28 · EIN 26-4238159 | Investment Management | $187,120 |
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 19.03% | 17.95%+1.1pp | 13.45%+5.6pp | 21.83%-2.8pp |
| Employer contribution / active EE | $14 | $16,835-99.9% | $26,057-99.9% | $12,237-99.9% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |