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 | $647,646 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL (APEX) Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $394,418 |
WESTFIELD CAPITAL MANAGEMENT3 years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $361,702 |
AON CONSULTING3 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $251,052 |
THE LONDON COMPANY1 year Filed as: LONDON (FRMLY WEDGE) Service code 28 · EIN 56-1557450 | Investment Management | $203,849 |
LOOMIS SAYLES2 years Filed as: NATIXIS-LOOMIS Service code 28 · EIN 04-3274056 | Investment Management | $184,540 |
FCI ADVISORS2 years Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $182,916 |
RICHMOND CAPITAL MANAGEMENT2 years Filed as: RICHMOND CAPITAL Service code 28 · EIN 54-1288566 | Investment Management | $112,408 |
COMERICA BANK3 years Filed as: COMERICA Service code 21 1717 MAIN ST. · DALLAS, TX 75201 | Bank Trustee | $104,699 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $102,947 |
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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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -16.11% | -2.41%-13.7pp | -38.86%+22.7pp | 23.41%-39.5pp |
| Employer contribution / active EE | $1,692 | $7,691-78.0% | $37,756-95.5% | $12,650-86.6% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |