Filed July 22, 2013
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: FIDELITY INVESTMENTS Service code 13 · EIN 04-3532603 | Contract Administrator | $179,607 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $167,471 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $26,995 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT PARTNERS LTD Service code 28 · EIN 98-0117968 | Investment Management | $25,516 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $20,258 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $15,000 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $12,195 |
HILL WARD HENDERSON1+ years Filed as: HILL WARD & HENDERSON Service code 29 · EIN 59-2678550 | Legal | $9,153 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 8.79% | 9.41%-0.6pp | 5.00%+3.8pp | 9.19%-0.4pp |
| Employer contribution / active EE | $1,048 | $8,353-87.5% | $35,918-97.1% | $12,608-91.7% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |