Filed February 9, 2015 (most recent of 6 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,042,048 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $1,501,516 |
LEGAL & GENERAL INVESTMENT1+ years Service code 28 · EIN 20-8058531 | Investment Management | $1,236,381 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $1,216,241 |
GOLDMAN SACHS1+ years Filed as: ESTANCIA CAPITAL PARTNERS LP Service code 10 · EIN 27-0665503 | Accounting | $1,032,522 |
AB FUNDS1+ years Filed as: ALLIANCEBERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $815,605 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $782,243 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 27 · EIN 04-2691242 | Advisory (Plan) | $665,055 |
TRILOGY GLOBAL ADVISORS, LP1+ years Filed as: TRILOGY GLOBAL ADVISORS LP Service code 28 400 PARK AVE. SOUTH, SUITE 320 · WINTER PARK, FL 32789 | Investment Management | $539,048 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODER INVESTMENT MGMT NA, INC. Service code 21 · EIN 13-4064414 | Bank Trustee | $459,776 |
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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 | $0 | $177,167-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -1.34% | 3.11%-4.4pp | -2.52%+1.2pp | 3.11%-4.4pp |
| Employer contribution / active EE | $15,713 | $9,361+67.9% | $82,375-80.9% | $9,361+67.9% |
| Participant deferral / active EE | $0 | $375-100.0% | $201-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $1,917-100.0% | - |