Filed May 20, 2014 (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 |
|---|---|---|
Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $90,386 |
Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $47,798 |
AON CONSULTING1 year Filed as: AON Service code 17 · EIN 22-2232264 | Pension Consulting | $40,364 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE Service code 28 · EIN 56-1557450 | Investment Management | $39,853 |
FIERA CAPITAL1 year Service code 28 · EIN 13-2726734 | Investment Management | $37,191 |
NATIXIS FUNDS1 year Filed as: NATIXIS Service code 28 · EIN 04-3274056 | Investment Management | $34,855 |
Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,391 |
FCI ADVISORS1 year Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $31,080 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE (DELAWARE) Service code 28 · EIN 23-2693133 | Investment Management | $29,331 |
COMERICA BANK1 year Filed as: COMERICA Service code 21 1717 MAIN ST. · DALLAS, TX 75201 | Bank Trustee | $22,028 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $224,072-100.0% | $220,428-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.1%-43.1pp |
| Annual return | -34.07% | 99.74%-133.8pp | 90.61%-124.7pp | 259.19%-293.3pp |
| Employer contribution / active EE | $0 | $35,080-100.0% | $32,730-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,502-100.0% |