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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MGMT INC Service code 28 · EIN 95-3692822 | Investment Management | $3,753,407 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $3,027,682 |
BAILLIE GIFFORD OVERSEAS LTD3+ years Service code 28 · EIN 22-3438530 | Investment Management | $2,227,050 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $1,277,072 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVEST. MANAGEMENT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,074,473 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY Service code 50 · EIN 04-3200030 | Direct Payment | $940,410 |
Filed as: TRUST COMPANY OF THE WEST Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $805,945 |
Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $802,765 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $784,361 |
BAY COLONY ADVISORS1 year Filed as: BAY HILLS' BHCP III, LP Service code 28 600 MONTGOMERY STREET · SAN FRANCISCO, CA 94111 | Investment Management | $606,250 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
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% | $256,121-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 37.7%-37.7pp | 5.3%-5.3pp |
| Annual return | 16.42% | 1057.21%-1040.8pp | 9.60%+6.8pp | 1057.21%-1040.8pp |
| Employer contribution / active EE | $6,754 | $14,374-53.0% | $45,595-85.2% | $14,374-53.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $255-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $9,523-100.0% | $81,210-100.0% |