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 CONSULTING6+ years Service code 16 · EIN 54-2062249 | Consulting | $3,261,383 |
Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $2,184,484 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 28 · EIN 04-3472863 | Investment Management | $2,102,180 |
LSV ASSET MANAGEMENT5 years Service code 28 · EIN 23-2772200 | Investment Management | $2,089,670 |
DECISIONPATH CONSULTING5 years Service code 16 · EIN 54-1059055 | Consulting | $1,837,494 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $1,783,891 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $1,134,091 |
EXPERIS IT SERVICES US LLC6+ years Service code 16 · EIN 75-1300240 | Consulting | $1,098,881 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN GROUP LLC Service code 28 · EIN 02-0654486 | Investment Management | $819,144 |
CAPRICORN SYSTEMS INC6+ years Service code 16 · EIN 58-2514176 | Consulting | $807,307 |
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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 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 13.61% | 13.80%-0.2pp | 8.35%+5.3pp | 13.80%-0.2pp |
| Employer contribution / active EE | $17,110 | $10,386+64.7% | $27,010-36.7% | $10,386+64.7% |
| Participant deferral / active EE | $110 | $448-75.5% | $180-39.0% | $448-75.5% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |