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 |
|---|---|---|
HARRISON STREET2 years Filed as: HARRISON STREET ADVISORS, LLC Service code 28 · EIN 45-3147571 | Investment Management | $1,001,081 |
Service code 11 · EIN 53-0181291 | Actuarial | $996,348 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $633,070 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $606,913 |
Filed as: POLARIS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 74-3243565 | Investment Management | $583,168 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN STRATEGIC INV MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $501,563 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 19 · EIN 13-5581829 | Securities Custodian | $449,536 |
HAMILTON LANE ADVISORS, LLC3 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $414,524 |
Filed as: TCW INVESTMENT MANAGEMENT CO. Service code 28 · EIN 93-0939400 | Investment Management | $317,365 |
USI CONSULTING GROUP1 year Filed as: USI Service code 23 · EIN 13-3771734 | Insurance services | $188,438 |
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 | $0 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 16.47% | 5230.06%-5213.6pp | 380.71%-364.2pp | 5230.06%-5213.6pp |
| Employer contribution / active EE | $32,573 | $10,491+210.5% | $45,089-27.8% | $10,491+210.5% |
| Participant deferral / active EE | $2,422 | $460+426.6% | $272+789.5% | $460+426.6% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |