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 |
|---|---|---|
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $3,205,318 |
BAILLIE GIFFORD OVERSEAS LTD6+ years Service code 28 · EIN 22-3438530 | Investment Management | $1,441,633 |
TIMES SQUARE CAPITAL MANAGEMENT6+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $1,273,899 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,099,330 |
Service code 27 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 63105 | Advisory (Plan) | $1,028,754 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $697,247 |
FRONTIER CAPITAL MANAGEMENT4 years Filed as: FRONTIER CAPITAL Service code 99 525 N TRYON ST - SUITE 1900 · CHARLOTTE, NC 28202 | Other Fees | $650,750 |
Filed as: MARTINGALE ASSET MANAGEMENT Service code 28 · EIN 04-2956583 | Investment Management | $577,336 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 51 · EIN 04-0320003 | Investment Mgmt Fees | $549,965 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $512,500 |
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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 | $0 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 16.44% | 13.80%+2.6pp | 10.03%+6.4pp | 13.80%+2.6pp |
| Employer contribution / active EE | $701 | $10,386-93.3% | $38,789-98.2% | $10,386-93.3% |
| Participant deferral / active EE | $0 | $448-100.0% | $74-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |