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 | $363,913 |
AON CONSULTING5 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $353,224 |
THE LONDON COMPANY2 years Filed as: LONDON COMPANY Service code 28 · EIN 56-1557450 | Investment Management | $312,150 |
WESTFIELD CAPITAL MANAGEMENT5 years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $205,717 |
FIERA CAPITAL4 years Filed as: FIERA CAPITAL (APEX) Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $203,443 |
LOOMIS SAYLES4 years Filed as: NATIXIS-LOOMIS Service code 11 · EIN 04-3274056 | Actuarial | $180,320 |
FCI ADVISORS4 years Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $142,360 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $105,135 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $85,110 |
RICHMOND CAPITAL MANAGEMENT4 years Filed as: RICHMOND CAPITAL Service code 28 · EIN 54-1288566 | Investment Management | $84,626 |
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Employer contribution per participant 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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 124.41% | 8.85%+115.6pp | 9.82%+114.6pp | 8.85%+115.6pp |
| Employer contribution / active EE | $1,240 | $8,529-85.5% | $30,322-95.9% | $8,529-85.5% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |