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 CONSULTING7+ years Service code 16 · EIN 54-2062249 | Consulting | $3,142,832 |
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 28 · EIN 04-3472863 | Investment Management | $2,731,650 |
LSV ASSET MANAGEMENT6 years Service code 28 · EIN 23-2772200 | Investment Management | $2,645,479 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $2,529,797 |
BAILLIE GIFFORD OVERSEAS LTD2 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $2,490,382 |
DECISIONPATH CONSULTING6 years Service code 16 · EIN 54-1059055 | Consulting | $2,153,555 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK AND TRUST COMPANY Service code 28 · EIN 95-4797716 | Investment Management | $1,461,362 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $1,290,264 |
Filed as: RBC GLOBAL ASSET MANAGEMENT US INC Service code 28 · EIN 41-1460668 | Investment Management | $996,923 |
EXPERIS IT SERVICES US LLC7+ years Service code 16 · EIN 75-1300240 | Consulting | $984,151 |
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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 | $765,066-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.0%0pp |
| Annual return | 15.88% | 13.51%+2.4pp | 8.31%+7.6pp | 13.51%+2.4pp |
| Employer contribution / active EE | $19,103 | $8,170+133.8% | $21,002-9.0% | $8,170+133.8% |
| Participant deferral / active EE | $111 | $488-77.3% | $224-50.4% | $488-77.3% |
| Admin fee / account holder | $0 | $0 | $724-100.0% | - |