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 |
|---|---|---|
ACADIAN ASSET MANAGEMENT LLC5 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $2,995,464 |
TIMES SQUARE CAPITAL MANAGEMENT7+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $1,689,526 |
BAILLIE GIFFORD OVERSEAS LTD7+ years Service code 28 · EIN 22-3438530 | Investment Management | $1,350,894 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,319,464 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $1,137,664 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 51 · EIN 04-0320003 | Investment Mgmt Fees | $1,025,827 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $857,809 |
Service code 27 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 63105 | Advisory (Plan) | $792,960 |
FRONTIER CAPITAL MANAGEMENT5 years Filed as: FRONTIER CAPITAL Service code 99 525 N TRYON ST - SUITE 1900 · CHARLOTTE, NC 28202 | Other Fees | $694,385 |
Filed as: MARTINGALE ASSET MANAGEMENT Service code 28 · EIN 04-2956583 | Investment Management | $566,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $397,815-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.0%0pp |
| Annual return | 11.69% | 13.51%-1.8pp | 9.74%+1.9pp | 13.51%-1.8pp |
| Employer contribution / active EE | $4,364 | $8,170-46.6% | $39,474-88.9% | $8,170-46.6% |
| Participant deferral / active EE | $0 | $488-100.0% | $135-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $10,161-100.0% | - |