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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EXCELLA CONSULTING3+ years Service code 16 · EIN 54-2062249 | Consulting | $3,936,964 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT INC Service code 28 · EIN 62-0951781 | Investment Management | $2,451,858 |
NEUBERGER BERMAN3+ years Service code 28 · EIN 02-0654486 | Investment Management | $2,428,662 |
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2772200 | Investment Management | $2,323,496 |
INSERIS LLC3+ years Filed as: INSERIS Service code 16 · EIN 27-4715972 | Consulting | $1,946,195 |
Filed as: CORNERSTONE INVESTMENT PARTNERS INC Service code 28 · EIN 58-2620541 | Investment Management | $1,897,213 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,873,045 |
BAILLIE GIFFORD OVERSEAS LTD2 years Filed as: BAILLIE GIFFORD Service code 28 · EIN 22-3438530 | Investment Management | $1,797,259 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $1,689,084 |
Service code 16 · EIN 52-1915109 | Consulting | $1,137,773 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 11 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
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 | $14,491,905-100.0% | $9,655,338-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 7.4%-7.4pp | 5.3%-5.3pp |
| Annual return | 15.30% | 1057.21%-1041.9pp | 11.12%+4.2pp | 1057.21%-1041.9pp |
| Employer contribution / active EE | $16,361 | $14,374+13.8% | $22,651-27.8% | $14,374+13.8% |
| Participant deferral / active EE | $113 | $351-67.9% | $198-42.9% | $351-67.9% |
| Admin fee / account holder | $0 | $81,210-100.0% | $57,986-100.0% | $81,210-100.0% |