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 |
|---|---|---|
MERCER1 year Filed as: MERCER (US) LLC Service code 17 · EIN 13-2834414 | Pension Consulting | $264,857 |
LIFE WORKS2 years Service code 15 · EIN 52-1883918 | Recordkeeping | $185,585 |
FRANKLIN TEMPLETON4 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $176,893 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $119,879 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $88,850 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $48,658 |
ROBECO INVESTMENT MANAGEMENT4 years Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $46,263 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $36,400 |
RIDGEWORTH4 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 51 · EIN 39-1567956 | Investment Mgmt Fees | $35,787 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $34,658 |
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 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -17.31% | -10.35%-7.0pp | -38.86%+21.6pp | 2.78%-20.1pp |
| Employer contribution / active EE | $44,382 | $8,768+406.2% | $37,756+17.5% | $15,276+190.5% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |