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 |
|---|---|---|
MERCER4+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $257,402 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $164,267 |
MORNEAU SHEPELL3 years Service code 15 · EIN 45-4303723 | Recordkeeping | $124,760 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $118,193 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $104,167 |
ROBECO INVESTMENT MANAGEMENT3 years Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $60,968 |
LIFE WORKS1 year Service code 15 · EIN 52-1883918 | Recordkeeping | $57,376 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $52,902 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $50,106 |
RIDGEWORTH3 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 51 · EIN 39-1567956 | Investment Mgmt Fees | $38,561 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 6.36% | 9.72%-3.4pp | 10.75%-4.4pp | 13.24%-6.9pp |
| Employer contribution / active EE | $11,415 | $10,988+3.9% | $35,170-67.5% | $14,616-21.9% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |