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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $316,183 |
MORNEAU SHEPELL3+ years Service code 15 · EIN 45-4303723 | Recordkeeping | $235,282 |
FRANKLIN TEMPLETON3+ years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $194,561 |
ACADIAN ASSET MANAGEMENT LLC3+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $168,572 |
TORTOISE CAPITAL ADVISORS LLC3+ years Filed as: TORTOISE CAPITAL ADVISORS Service code 51 · EIN 22-3875939 | Investment Mgmt Fees | $152,776 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $120,691 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $108,801 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT STRATEGIES Service code 27 · EIN 43-1708520 | Advisory (Plan) | $106,899 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $100,970 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT INC Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $84,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 10.22% | 26.60%-16.4pp | 10.16%+0.1pp | 17.84%-7.6pp |
| Employer contribution / active EE | $9,798 | $7,232+35.5% | $33,192-70.5% | $14,688-33.3% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |