Filed June 4, 2013 (most recent of 5 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 |
|---|---|---|
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 28 645 5TH AVE #1201 · NEW YORK, NY 10022 | Investment Management | $9,351 |
EDGEWOOD MANAGEMENT LLC1 year Service code 28 535 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $9,151 |
LEGG MASON1 year Filed as: LEGG MASON & CO., LLC Service code 28 100 FIRST STAMFORD PLACE · STAMFORD, CT 06902 | Investment Management | $7,943 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $5,554 |
DIAMOND HILL1 year Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 28 325 JOHN H MCCONNELL BLVD #200 · COLUMBUS, OH 43215 | Investment Management | $2,824 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 3.78% | 5.09%-1.3pp | 5.00%-1.2pp | 7.18%-3.4pp |
| Employer contribution / active EE | $10,163 | $7,393+37.5% | $35,918-71.7% | $13,095-22.4% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |