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 |
|---|---|---|
AON CONSULTING2+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $288,169 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $210,134 |
Service code 11 · EIN 53-0181291 | Actuarial | $129,333 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $121,705 |
COMERICA BANK2+ years Filed as: COMERICA Service code 21 1717 MAIN ST. · DALLAS, TX 75201 | Bank Trustee | $107,167 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL (APEX) Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $71,114 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE Service code 28 · EIN 56-1557450 | Investment Management | $70,936 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,602 |
FIERA CAPITAL2+ years Service code 28 · EIN 13-2726734 | Investment Management | $64,340 |
FCI ADVISORS1 year Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $62,257 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $239,436-100.0% | $227,282-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | 160.19% | 10.53%+149.7pp | 10.75%+149.4pp | 9.30%+150.9pp |
| Employer contribution / active EE | $0 | $37,410-100.0% | $35,170-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |