Filed January 4, 2012 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MGMT INC Service code 28 · EIN 95-3692822 | Investment Management | $2,201,907 |
BAILLIE GIFFORD OVERSEAS LTD2+ years Service code 28 · EIN 22-3438530 | Investment Management | $1,744,361 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,471,673 |
MILLENNIUM MANAGEMENT LLC2+ years Service code 52 · EIN 13-3804139 | Indirect Investment Fees | $1,184,876 |
ALLIANZ GLOBAL INVESTORS2+ years Service code 28 2100 ROSS AVENUE SUITE 700 · DALLAS, TX 75201 | Investment Management | $1,004,175 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $908,576 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY Service code 50 · EIN 04-3200030 | Direct Payment | $732,875 |
Filed as: FIDELITY INST. ASSET MGMT TRUST CO. Service code 28 · EIN 04-3532603 | Investment Management | $682,974 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVEST. MANAGEMENT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $681,729 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $587,754 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $40,289-100.0% | $18,392,177-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 37.5%-37.5pp | 4.2%-4.2pp |
| Annual return | 6.81% | 10.64%-3.8pp | 3.99%+2.8pp | 10.64%-3.8pp |
| Employer contribution / active EE | $34,027 | $11,561+194.3% | $38,279-11.1% | $11,561+194.3% |
| Participant deferral / active EE | $0 | $347-100.0% | $386-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $140,034-100.0% | $312-100.0% |