Filed December 2, 2011 (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 |
|---|---|---|
MERCER1+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $338,238 |
MORNEAU SHEPELL1+ years Service code 15 · EIN 45-4303723 | Recordkeeping | $259,881 |
FRANKLIN TEMPLETON1+ years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $244,917 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $203,716 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $174,922 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $168,904 |
TORTOISE CAPITAL ADVISORS LLC1+ years Filed as: TORTOISE CAPITAL ADVISORS Service code 51 · EIN 22-3875939 | Investment Mgmt Fees | $140,340 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT INC Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $118,102 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $111,062 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES Service code 27 · EIN 43-1708520 | Advisory (Plan) | $107,137 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -4.26% | 4.01%-8.3pp | -2.00%-2.3pp | 1.67%-5.9pp |
| Employer contribution / active EE | $3,133 | $6,352-50.7% | $34,470-90.9% | $10,506-70.2% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |