Filed April 4, 2011 (most recent of 6 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 |
|---|---|---|
Service code 28 · EIN 98-0465834 | Investment Management | $445,456 |
Service code 11 · EIN 53-0181291 | Actuarial | $376,909 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $368,338 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $328,828 |
Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $249,910 |
Filed as: DISCIPLINED GROWTH INVESTORS, INC. Service code 28 · EIN 41-1901233 | Investment Management | $239,129 |
DALTON INVESTMENTS LLC1 year Filed as: DALTON INVESTMENTS, INC. Service code 28 · EIN 84-3868796 | Investment Management | $238,611 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS HOLDINGS LP Service code 28 · EIN 39-1807188 | Investment Management | $183,689 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $132,650 |
MMA SECURITIES LLC1 year Filed as: MARSH MCLENNAN COMPANIES INC Service code 16 · EIN 36-2668272 | Consulting | $124,870 |
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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 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 21.38% | 11.94%+9.4pp | 6.70%+14.7pp | 8.76%+12.6pp |
| Employer contribution / active EE | $45,313 | $15,564+191.1% | $25,217+79.7% | $16,664+171.9% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |