Filed December 7, 2010 (most recent of 3 filings on file)
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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL INV MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $681,262 |
BLACK & PINCKARD LLC2 years Filed as: BLACK CREEK Service code 28 518 17TH STREET, 17TH FLOOR · DENVER, CO 80202 | Investment Management | $541,725 |
COMERICA BANK2 years Filed as: SGA (COMERICA) Service code 28 555 17TH STREET · DENVER, CO 80202 | Investment Management | $395,523 |
SANDERS CAPITAL, LLC3+ years Filed as: SANDERS CAPITAL LLC Service code 28 · EIN 27-0705845 | Investment Management | $368,143 |
CORONATION FUND MANAGERS3+ years Filed as: CORONATION GLOBAL FUND MANAGERS Service code 28 | Investment Management | $348,356 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: IRM Service code 28 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $205,848 |
STATE STREET GLOBAL ADVISORS3+ years Service code 25 · EIN 04-1867445 | Directed Trustee | $123,270 |
Filed as: PARAMETRIC Service code 28 1918 EIGHT AVENUE · SEATTLE, WA 98101 | Investment Management | $98,159 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE AND TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $62,409 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $308,850-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 48.5%-48.5pp | 5.3%-5.3pp |
| Annual return | 15.18% | 1057.21%-1042.0pp | 14.41%+0.8pp | 1057.21%-1042.0pp |
| Employer contribution / active EE | $4,154 | $14,374-71.1% | $45,283-90.8% | $14,374-71.1% |
| Participant deferral / active EE | $509 | $351+44.8% | $125+306.5% | $351+44.8% |
| Admin fee / account holder | $0 | $81,210-100.0% | $9,941-100.0% | $81,210-100.0% |