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.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN INVESTMENT MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,737,655 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,692,326 |
LEGAL & GENERAL INVESTMENT6 years Filed as: LEGAL & GENERAL INVST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $1,144,183 |
BLACKROCK7+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $1,106,132 |
Filed as: FIDELITY INV INST OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $973,117 |
BMO HARRIS BANK NA5 years Filed as: BMO ASSET MGMT CORP Service code 28 · EIN 36-3673844 | Investment Management | $696,119 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $681,473 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 · EIN 13-3040307 | Investment Management | $635,305 |
THE SEGAL COMPANY2 years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $575,026 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL INVEST, INC. Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $372,718 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,286,405-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 1.52% | 19.39%-17.9pp | 4.92%-3.4pp | 19.39%-17.9pp |
| Employer contribution / active EE | $17,123 | $8,446+102.7% | $39,114-56.2% | $8,446+102.7% |
| Participant deferral / active EE | $0 | $353-100.0% | $79-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |