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.
| Provider | Service type | Compensation |
|---|---|---|
EXCELLA CONSULTING8+ years Service code 16 · EIN 54-2062249 | Consulting | $2,772,995 |
LSV ASSET MANAGEMENT7 years Service code 28 · EIN 23-2772200 | Investment Management | $2,444,564 |
ARROWSTREET CAPITAL5 years Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 28 · EIN 04-3472863 | Investment Management | $2,443,593 |
DECISIONPATH CONSULTING7 years Service code 16 · EIN 54-1059055 | Consulting | $2,113,484 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,846,971 |
BAILLIE GIFFORD OVERSEAS LTD3 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $1,802,076 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $1,402,010 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC GLOBAL ASSET MANAGEMENT US INC Service code 28 · EIN 41-1460668 | Investment Management | $1,353,130 |
AMERICAN FUNDS2 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 28 · EIN 95-4797716 | Investment Management | $1,148,270 |
EXPERIS IT SERVICES US LLC8+ years Service code 16 · EIN 75-1300240 | Consulting | $1,020,664 |
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 | $1,469,698-100.0% | - | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -12.00% | 7.68%-19.7pp | 179.55%-191.6pp | 7.68%-19.7pp |
| Employer contribution / active EE | $20,443 | $9,142+123.6% | $24,917-18.0% | $9,142+123.6% |
| Participant deferral / active EE | $113 | $462-75.5% | $463-75.6% | $462-75.5% |
| Admin fee / account holder | $0 | $19,323-100.0% | - | $19,323-100.0% |