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 | $227,416 |
Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $120,265 |
AON CONSULTING1 year Filed as: AON Service code 17 · EIN 22-2232264 | Pension Consulting | $114,451 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE Service code 28 · EIN 56-1557450 | Investment Management | $100,223 |
FIERA CAPITAL1 year Service code 28 · EIN 13-2726734 | Investment Management | $93,591 |
NATIXIS FUNDS1 year Filed as: NATIXIS Service code 28 · EIN 04-3274056 | Investment Management | $87,682 |
Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $86,230 |
FCI ADVISORS1 year Filed as: FCI Service code 28 · EIN 43-1703335 | Investment Management | $78,158 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE (DELAWARE) Service code 28 · EIN 23-2693133 | Investment Management | $73,772 |
Filed as: RICHMOND Service code 28 · EIN 54-1288566 | Investment Management | $48,626 |
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Annual investment return 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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | -23.08% | 12.77%-35.8pp | 90.61%-113.7pp | 12.86%-35.9pp |
| Employer contribution / active EE | $3,552 | $8,963-60.4% | $32,730-89.1% | $13,687-74.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |