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 CONSULTING9+ years Service code 16 · EIN 54-2062249 | Consulting | $2,861,762 |
LSV ASSET MANAGEMENT8 years Service code 28 · EIN 23-2772200 | Investment Management | $2,643,461 |
ARROWSTREET CAPITAL6 years Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 28 · EIN 04-3472863 | Investment Management | $2,435,178 |
PGIM INVESTMENTS4 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $1,712,306 |
DECISIONPATH CONSULTING8 years Service code 16 · EIN 54-1059055 | Consulting | $1,621,819 |
BAILLIE GIFFORD OVERSEAS LTD4 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $1,306,704 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $1,298,187 |
AMERICAN FUNDS3 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 28 · EIN 95-4797716 | Investment Management | $1,278,623 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC GLOBAL ASSET MANAGEMENT US INC Service code 28 · EIN 41-1460668 | Investment Management | $1,055,797 |
EXPERIS IT SERVICES US LLC9+ years Service code 16 · EIN 75-1300240 | Consulting | $1,053,882 |
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 | $191,373-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 10.42% | 13.18%-2.8pp | 8.46%+2.0pp | 13.18%-2.8pp |
| Employer contribution / active EE | $20,801 | $8,469+145.6% | $25,175-17.4% | $8,469+145.6% |
| Participant deferral / active EE | $106 | $322-67.0% | $181-41.1% | $322-67.0% |
| Admin fee / account holder | $0 | $0 | $730-100.0% | - |