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.
| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $2,967,524 |
BAILLIE GIFFORD OVERSEAS LTD5+ years Service code 28 · EIN 22-3438530 | Investment Management | $2,186,091 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MGMT INC Service code 28 · EIN 95-3692822 | Investment Management | $2,133,865 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $1,761,181 |
TIMES SQUARE CAPITAL MANAGEMENT5+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $1,382,206 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 51 · EIN 04-0320003 | Investment Mgmt Fees | $967,412 |
SEGALL BRYANT & HAMILL2 years Service code 28 · EIN 41-1788385 | Investment Management | $648,173 |
FRONTIER CAPITAL MANAGEMENT3 years Filed as: FRONTIER CAPITAL Service code 99 525 N TRYON ST - SUITE 1900 · CHARLOTTE, NC 28202 | Other Fees | $637,806 |
Service code 50 · EIN 04-3398261 | Direct Payment | $540,730 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $500,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $894,319,009-100.0% | $248,520-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 15.74% | 24.48%-8.7pp | 239.57%-223.8pp | 24.48%-8.7pp |
| Employer contribution / active EE | $2,420 | $9,418-74.3% | $43,837-94.5% | $9,418-74.3% |
| Participant deferral / active EE | $0 | $501-100.0% | $575-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,083-100.0% | $2,968,729-100.0% |