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 | $578,271 |
AON CONSULTING2 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $342,063 |
WESTFIELD CAPITAL MANAGEMENT2 years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $334,287 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL (APEX) Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $200,469 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE Service code 28 · EIN 56-1557450 | Investment Management | $192,108 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $180,251 |
FIERA CAPITAL2 years Service code 28 · EIN 13-2726734 | Investment Management | $172,002 |
FCI ADVISORS1 year Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $171,061 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE (DELAWARE) Service code 28 · EIN 23-2693133 | Investment Management | $167,958 |
Service code 11 · EIN 53-0181291 | Actuarial | $154,193 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 28.85% | 35.98%-7.1pp | 10.75%+18.1pp | 15.63%+13.2pp |
| Employer contribution / active EE | $6,763 | $8,396-19.5% | $35,170-80.8% | $11,476-41.1% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |