Filed July 23, 2015 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 74-3243565 | Investment Management | $943,851 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LTD PARTNERSHIP Service code 28 · EIN 39-1807188 | Investment Management | $866,657 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $788,350 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN STRATEGIC INV MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $753,030 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $749,710 |
HARRISON STREET1 year Filed as: HARRISON ST REAL ESTATE CAPITAL LLC Service code 28 · EIN 45-3147571 | Investment Management | $722,988 |
UT-BATTELLE LLC4+ years Service code 14 · EIN 62-1788235 | Plan Administrator | $618,095 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 19 · EIN 13-5581829 | Securities Custodian | $494,072 |
Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $449,714 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY L.P. Service code 28 · EIN 04-3200030 | Investment Management | $276,804 |
Participant 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 | $21,578,776-100.0% | $1,035,159-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | -3.62% | -1.84%-1.8pp | -61.72%+58.1pp | 33.37%-37.0pp |
| Employer contribution / active EE | $15,402 | $20,811-26.0% | $47,703-67.7% | $11,253+36.9% |
| Participant deferral / active EE | $2,387 | $3,271-27.0% | $135+1668.6% | $819+191.5% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,792-100.0% | $99,113-100.0% |