Filed January 1, 2012
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 |
|---|---|---|
ARROWSTREET CAPITAL7 years Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 28 · EIN 04-3472863 | Investment Management | $2,970,209 |
LSV ASSET MANAGEMENT9 years Service code 28 · EIN 23-2772200 | Investment Management | $2,811,022 |
EXCELLA CONSULTING1 year Filed as: EXCELLA INC Service code 16 · EIN 54-2062249 | Consulting | $2,478,267 |
PGIM INVESTMENTS5 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $1,910,539 |
DECISIONPATH CONSULTING9 years Service code 16 · EIN 54-1059055 | Consulting | $1,419,723 |
BAILLIE GIFFORD OVERSEAS LTD5 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $1,304,385 |
AMERICAN FUNDS4 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 28 · EIN 95-4797716 | Investment Management | $1,302,986 |
RBC GLOBAL ASSET MANAGEMENT4 years Filed as: RBC GLOBAL ASSET MANAGEMENT US INC Service code 28 · EIN 41-1460668 | Investment Management | $1,261,433 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 21 · EIN 52-0556948 | Bank Trustee | $1,148,431 |
EXPERIS IT SERVICES US LLC10+ years Service code 16 · EIN 75-1300240 | Consulting | $1,021,090 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 9.35% | 8.85%+0.5pp | 4.95%+4.4pp | 8.85%+0.5pp |
| Employer contribution / active EE | $20,194 | $8,529+136.8% | $20,917-3.5% | $8,529+136.8% |
| Participant deferral / active EE | $105 | $399-73.6% | $188-43.9% | $399-73.6% |
| Admin fee / account holder | $0 | $0 | - | - |