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 |
|---|---|---|
EXCELLA CONSULTING2+ years Service code 16 · EIN 54-2062249 | Consulting | $3,923,242 |
INSERIS LLC2+ years Filed as: INSERIS Service code 16 · EIN 27-4715972 | Consulting | $2,509,890 |
NEUBERGER BERMAN2+ years Service code 28 · EIN 02-0654486 | Investment Management | $2,269,766 |
Filed as: SOUTHEREASTERN ASSET MANAGEMENT INC Service code 28 · EIN 62-0951781 | Investment Management | $2,245,623 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CORNERSTONE INVESTMENT PARTNERS Service code 28 · EIN 58-2620541 | Investment Management | $1,711,759 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,536,966 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 | Investment Management | $1,196,359 |
CAPRICORN SYSTEMS INC2+ years Service code 16 · EIN 58-2514176 | Consulting | $1,115,001 |
Service code 16 · EIN 52-1915109 | Consulting | $1,026,228 |
SPEAR SOLUTIONS INC1 year Service code 16 · EIN 27-1974099 | Consulting | $949,180 |
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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 | $40,289-100.0% | $14,339-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 17.0%-17.0pp | 4.2%-4.2pp |
| Annual return | 8.54% | 10.64%-2.1pp | 1.15%+7.4pp | 10.64%-2.1pp |
| Employer contribution / active EE | $16,172 | $11,561+39.9% | $26,339-38.6% | $11,561+39.9% |
| Participant deferral / active EE | $111 | $347-68.0% | $178-37.6% | $347-68.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,605-100.0% | $312-100.0% |