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 LLC6 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $2,868,309 |
TIMES SQUARE CAPITAL MANAGEMENT8+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $1,343,107 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,207,239 |
BAILLIE GIFFORD OVERSEAS LTD8+ years Service code 28 · EIN 22-3438530 | Investment Management | $958,807 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $950,407 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL, LIMITED PARTNE Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $890,931 |
Service code 27 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 63105 | Advisory (Plan) | $822,522 |
INVESCO1 year Filed as: INVESCO ADVISORS, INC Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $812,942 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $768,228 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $530,718 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $268,676-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -17.39% | 7.68%-25.1pp | -10.68%-6.7pp | 7.68%-25.1pp |
| Employer contribution / active EE | $2,049 | $9,142-77.6% | $48,995-95.8% | $9,142-77.6% |
| Participant deferral / active EE | $0 | $462-100.0% | $360-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $4,366-100.0% | $19,323-100.0% |