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 | $474,324 |
MORNEAU SHEPELL2 years Service code 15 · EIN 45-4303723 | Recordkeeping | $173,652 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $167,552 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $162,142 |
Filed as: TORTOISE CAPITAL ADVISORS Service code 51 · EIN 22-3875939 | Investment Mgmt Fees | $111,776 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $102,609 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $93,471 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $71,960 |
ROBECO INVESTMENT MANAGEMENT2 years Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $68,689 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $66,924 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | -2.64% | 12.77%-15.4pp | 90.61%-93.2pp | 12.86%-15.5pp |
| Employer contribution / active EE | $22,051 | $8,963+146.0% | $32,730-32.6% | $13,687+61.1% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |